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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 | $7,113 | $74,879,922-100.0% | $40,145,923-100.0% | $273,972-97.4% |
| Participation rate | 100.0% | 74.1%+25.9pp | 68.4%+31.6pp | 83.0%+17.0pp |
| Annual return | 0.00% | 2.55%-2.5pp | 5.24%-5.2pp | 41.46%-41.5pp |
| Employer contribution / active EE | $4,113 | $2,350+75.0% | $1,844+123.1% | $4,869-15.5% |
| Participant deferral / active EE | $3,000 | $2,962+1.3% | $2,591+15.8% | $5,287-43.3% |
| Admin fee / account holder | $0 | $3,725-100.0% | $2,903-100.0% | $10,133-100.0% |