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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 | $3,456 | $61,755-94.4% | $97,161-96.4% | $80,911-95.7% |
| Participation rate | 92.3% | 63.5%+28.8pp | 72.7%+19.6pp | 67.6%+24.7pp |
| Annual return | 0.00% | -557.90%+557.9pp | 75.36%-75.4pp | 35.63%-35.6pp |
| Employer contribution / active EE | $3,737 | $1,835+103.6% | $2,723+37.2% | $2,756+35.6% |
| Participant deferral / active EE | $0 | $3,026-100.0% | $4,265-100.0% | $4,297-100.0% |
| Admin fee / account holder | $0 | $5,166-100.0% | $5,647-100.0% | $6,935-100.0% |