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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 | $4,285 | $100,262-95.7% | $81,370-94.7% | $145,897-97.1% |
| Participation rate | 100.0% | 74.3%+25.7pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 0.00% | 34.52%-34.5pp | 24.85%-24.8pp | 552.29%-552.3pp |
| Employer contribution / active EE | $988 | $2,979-66.8% | $2,464-59.9% | $4,663-78.8% |
| Participant deferral / active EE | $2,708 | $4,612-41.3% | $3,885-30.3% | $6,689-59.5% |
| Admin fee / account holder | $0 | $8,163-100.0% | $5,749-100.0% | $13,390-100.0% |