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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 | $19,441 | $65,027-70.1% | $90,970-78.6% | $79,852-75.7% |
| Participation rate | 100.0% | 61.6%+38.4pp | 69.0%+31.0pp | 69.6%+30.4pp |
| Annual return | 10.84% | 30.45%-19.6pp | 134.58%-123.7pp | 31.72%-20.9pp |
| Employer contribution / active EE | $3,445 | $1,247+176.2% | $2,122+62.3% | $2,471+39.4% |
| Participant deferral / active EE | $0 | $2,512-100.0% | $3,373-100.0% | $3,740-100.0% |
| Admin fee / account holder | $0 | $4,535-100.0% | $5,960-100.0% | $5,306-100.0% |