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Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $412 | $108,695-99.6% | $74,722-99.4% | $152,897-99.7% |
| Participation rate | 83.3% | 65.4%+18.0pp | 54.5%+28.9pp | 82.5%+0.9pp |
| Annual return | 0.00% | 114.11%-114.1pp | 753.11%-753.1pp | 345.43%-345.4pp |
| Employer contribution / active EE | $185 | $1,504-87.7% | $1,084-83.0% | $4,764-96.1% |
| Participant deferral / active EE | $223 | $2,712-91.8% | $1,963-88.6% | $5,851-96.2% |
| Admin fee / account holder | $11 | $4,906-99.8% | $3,335-99.7% | $11,599-99.9% |