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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 | $1,716 | $77,905-97.8% | $149,682-98.9% | $75,173-97.7% |
| Participation rate | 88.0% | 65.6%+22.4pp | 78.8%+9.2pp | 67.2%+20.8pp |
| Annual return | 0.00% | 31.72%-31.7pp | 134.35%-134.4pp | 160.65%-160.7pp |
| Employer contribution / active EE | $1,051 | $3,138-66.5% | $4,818-78.2% | $2,670-60.6% |
| Participant deferral / active EE | $1,090 | $3,411-68.0% | $5,681-80.8% | $4,126-73.6% |
| Admin fee / account holder | $30 | $5,957-99.5% | $13,210-99.8% | $5,651-99.5% |