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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 | $2,607 | $117,396-97.8% | $99,452-97.4% | $152,870-98.3% |
| Participation rate | 100.0% | 77.5%+22.5pp | 73.8%+26.2pp | 82.4%+17.6pp |
| Annual return | 0.00% | 31.87%-31.9pp | 30.72%-30.7pp | 345.34%-345.3pp |
| Employer contribution / active EE | $704 | $3,013-76.6% | $2,540-72.3% | $4,763-85.2% |
| Participant deferral / active EE | $1,896 | $4,086-53.6% | $3,619-47.6% | $5,850-67.6% |
| Admin fee / account holder | $6 | $7,632-99.9% | $6,251-99.9% | $11,597-99.9% |