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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 | $556 | $49,249-98.9% | $70,476-99.2% | $79,852-99.3% |
| Participation rate | 100.0% | 69.2%+30.8pp | 75.1%+24.9pp | 69.6%+30.4pp |
| Annual return | 0.00% | 30.09%-30.1pp | 109.12%-109.1pp | 31.72%-31.7pp |
| Employer contribution / active EE | $556 | $2,100-73.5% | $2,738-79.7% | $2,471-77.5% |
| Participant deferral / active EE | $0 | $2,769-100.0% | $3,710-100.0% | $3,740-100.0% |
| Admin fee / account holder | $0 | $2,878-100.0% | $3,847-100.0% | $5,306-100.0% |