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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 | $1,852 | $60,119-96.9% | $90,430-98.0% | $79,858-97.7% |
| Participation rate | 80.8% | 65.0%+15.8pp | 72.7%+8.1pp | 69.6%+11.1pp |
| Annual return | 0.00% | 71.94%-71.9pp | 1293.73%-1293.7pp | 31.72%-31.7pp |
| Employer contribution / active EE | $444 | $2,068-78.6% | $3,262-86.4% | $2,471-82.1% |
| Participant deferral / active EE | $833 | $2,938-71.6% | $3,963-79.0% | $3,740-77.7% |
| Admin fee / account holder | $30 | $3,976-99.3% | $5,613-99.5% | $5,306-99.4% |