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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 | $1,920 | $67,372-97.1% | $60,906-96.8% | $134,532-98.6% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.1%+26.9pp | 81.2%+18.8pp |
| Annual return | 0.00% | 50.05%-50.0pp | 16.94%-16.9pp | 418.27%-418.3pp |
| Employer contribution / active EE | $930 | $3,099-70.0% | $2,703-65.6% | $4,741-80.4% |
| Participant deferral / active EE | $1,214 | $4,532-73.2% | $3,814-68.2% | $6,401-81.0% |
| Admin fee / account holder | $17 | $4,588-99.6% | $3,227-99.5% | $11,429-99.9% |