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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 | $5,637 | $127,296-95.6% | $109,907-94.9% | $167,536-96.6% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.2%+25.8pp | 82.1%+17.9pp |
| Annual return | 0.00% | 22.97%-23.0pp | 29.46%-29.5pp | 478.82%-478.8pp |
| Employer contribution / active EE | $1,508 | $3,325-54.7% | $2,844-47.0% | $4,839-68.8% |
| Participant deferral / active EE | $3,953 | $4,513-12.4% | $4,047-2.3% | $6,342-37.7% |
| Admin fee / account holder | $0 | $7,119-100.0% | $6,069-100.0% | $12,315-100.0% |