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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 | $15,467 | $105,856-85.4% | $90,161-82.8% | $147,586-89.5% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 0.00% | 37.63%-37.6pp | 34.89%-34.9pp | 578.59%-578.6pp |
| Employer contribution / active EE | $1,706 | $4,126-58.7% | $3,318-48.6% | $4,876-65.0% |
| Participant deferral / active EE | $2,414 | $5,733-57.9% | $5,287-54.3% | $5,439-55.6% |
| Admin fee / account holder | $140 | $8,046-98.3% | $5,943-97.6% | $10,886-98.7% |