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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 | $10,323 | $55,449-81.4% | $83,831-87.7% | $56,289-81.7% |
| Participation rate | 100.0% | 68.0%+32.0pp | 76.1%+23.9pp | 69.9%+30.1pp |
| Annual return | 0.00% | -1.38%+1.4pp | 850.99%-851.0pp | -9.96%+10.0pp |
| Employer contribution / active EE | $10,323 | $2,430+324.7% | $3,631+184.3% | $2,111+389.0% |
| Participant deferral / active EE | $0 | $2,935-100.0% | $4,082-100.0% | $3,350-100.0% |
| Admin fee / account holder | $0 | $656-100.0% | $5,479-100.0% | $521-100.0% |