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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 | $665 | $27,924-97.6% | $58,544-98.9% | $75,181-99.1% |
| Participation rate | 80.5% | 38.8%+41.6pp | 50.9%+29.6pp | 67.2%+13.3pp |
| Annual return | 0.00% | 44.20%-44.2pp | 4249.56%-4249.6pp | 160.69%-160.7pp |
| Employer contribution / active EE | $202 | $669-69.8% | $1,053-80.8% | $2,671-92.4% |
| Participant deferral / active EE | $432 | $1,202-64.0% | $1,923-77.5% | $4,126-89.5% |
| Admin fee / account holder | $1 | $1,726-99.9% | $2,520-99.9% | $5,650-100.0% |