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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 | $3,809 | $96,388-96.0% | $80,627-95.3% | $139,466-97.3% |
| Participation rate | 73.3% | 73.6%-0.3pp | 67.0%+6.3pp | 80.3%-7.0pp |
| Annual return | 0.00% | 1352.08%-1352.1pp | 936.76%-936.8pp | 373.66%-373.7pp |
| Employer contribution / active EE | $1,074 | $3,260-67.0% | $2,723-60.5% | $4,754-77.4% |
| Participant deferral / active EE | $1,733 | $5,224-66.8% | $4,443-61.0% | $6,712-74.2% |
| Admin fee / account holder | $2 | $6,603-100.0% | $5,381-100.0% | $11,409-100.0% |