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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 | $13,030 | $64,517-79.8% | $81,438-84.0% | $80,874-83.9% |
| Participation rate | 96.3% | 63.9%+32.4pp | 69.5%+26.8pp | 67.6%+28.6pp |
| Annual return | 0.00% | 16.35%-16.3pp | 24.74%-24.7pp | 35.62%-35.6pp |
| Employer contribution / active EE | $12,547 | $1,982+533.1% | $2,460+410.0% | $2,756+355.3% |
| Participant deferral / active EE | $0 | $3,096-100.0% | $3,883-100.0% | $4,297-100.0% |
| Admin fee / account holder | $0 | $5,677-100.0% | $5,764-100.0% | $6,935-100.0% |