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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 | $1,587 | $152,591-99.0% | $117,529-98.6% | $134,545-98.8% |
| Participation rate | 87.5% | 77.1%+10.4pp | 70.6%+16.9pp | 81.2%+6.3pp |
| Annual return | 0.00% | 53.04%-53.0pp | 29.77%-29.8pp | 418.37%-418.4pp |
| Employer contribution / active EE | $390 | $5,576-93.0% | $4,179-90.7% | $4,742-91.8% |
| Participant deferral / active EE | $992 | $4,821-79.4% | $4,072-75.6% | $6,401-84.5% |
| Admin fee / account holder | $0 | $7,004-100.0% | $5,645-100.0% | $11,431-100.0% |