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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 | $452 | $44,873-99.0% | $79,467-99.4% | $56,289-99.2% |
| Participation rate | 100.0% | 68.7%+31.3pp | 73.3%+26.7pp | 69.9%+30.1pp |
| Annual return | 0.00% | 0.81%-0.8pp | 718.30%-718.3pp | -9.96%+10.0pp |
| Employer contribution / active EE | $484 | $2,140-77.4% | $2,800-82.7% | $2,111-77.1% |
| Participant deferral / active EE | $0 | $2,746-100.0% | $3,704-100.0% | $3,350-100.0% |
| Admin fee / account holder | $0 | $418-100.0% | $5,104-100.0% | $521-100.0% |