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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 | $60,357 | $162,803-62.9% | $473,625-87.3% | $287,034-79.0% |
| Participation rate | 100.0% | 73.7%+26.3pp | 37.3%+62.7pp | 55.9%+44.1pp |
| Annual return | 0.00% | 17.22%-17.2pp | 20.18%-20.2pp | 24.44%-24.4pp |
| Employer contribution / active EE | $60,357 | $35,410+70.5% | $29,108+107.4% | $41,344+46.0% |
| Participant deferral / active EE | $0 | $6-100.0% | $6-100.0% | $55-100.0% |
| Admin fee / account holder | $0 | $1,223-100.0% | $2,262-100.0% | $22,013-100.0% |