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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 | $6,110 | $56,918-89.3% | $182,558-96.7% | $65,186-90.6% |
| Participation rate | 98.0% | 66.5%+31.6pp | 78.0%+20.1pp | 70.2%+27.8pp |
| Annual return | 0.00% | 27.67%-27.7pp | 148.59%-148.6pp | 29.39%-29.4pp |
| Employer contribution / active EE | $475 | $1,615-70.6% | $4,076-88.4% | $2,177-78.2% |
| Participant deferral / active EE | $0 | $3,526-100.0% | $5,526-100.0% | $3,514-100.0% |
| Admin fee / account holder | $0 | $531-100.0% | $8,594-100.0% | $847-100.0% |