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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 | $1,991 | $122,962-98.4% | $71,585-97.2% | $138,895-98.6% |
| Participation rate | 0.0% | 68.9%-68.9pp | 68.2%-68.2pp | 79.9%-79.9pp |
| Annual return | 17.79% | 37.84%-20.1pp | 59.26%-41.5pp | 145.39%-127.6pp |
| Employer contribution / active EE | $0 | $2,620-100.0% | $1,669-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $0 | $4,311-100.0% | $2,923-100.0% | $6,396-100.0% |
| Admin fee / account holder | $40 | $6,488-99.4% | $4,712-99.2% | $12,562-99.7% |