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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 | $1,707 | $52,279-96.7% | $89,400-98.1% | $79,858-97.9% |
| Participation rate | 96.3% | 57.5%+38.8pp | 68.0%+28.3pp | 69.6%+26.7pp |
| Annual return | 0.00% | 22.16%-22.2pp | 245.64%-245.6pp | 31.72%-31.7pp |
| Employer contribution / active EE | $0 | $1,572-100.0% | $2,586-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,010 | $2,740-63.1% | $3,890-74.0% | $3,740-73.0% |
| Admin fee / account holder | $0 | $3,356-100.0% | $4,882-100.0% | $5,306-100.0% |