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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 | $5,839 | $65,704-91.1% | $94,229-93.8% | $59,633-90.2% |
| Participation rate | 100.0% | 72.1%+27.9pp | 78.8%+21.2pp | 68.7%+31.3pp |
| Annual return | 0.00% | 5.22%-5.2pp | 10.68%-10.7pp | 2041.45%-2041.5pp |
| Employer contribution / active EE | $4,875 | $2,021+141.3% | $3,587+35.9% | $2,203+121.3% |
| Participant deferral / active EE | $6,275 | $3,143+99.7% | $4,320+45.2% | $3,192+96.6% |
| Admin fee / account holder | $6 | $4,265-99.9% | $6,269-99.9% | $4,297-99.9% |