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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 | $13,526 | $72,177-81.3% | $115,037-88.2% | $59,632-77.3% |
| Participation rate | 98.4% | 72.6%+25.9pp | 81.4%+17.1pp | 68.7%+29.8pp |
| Annual return | 0.00% | 12.02%-12.0pp | 26.14%-26.1pp | 2041.32%-2041.3pp |
| Employer contribution / active EE | $6,250 | $2,841+120.0% | $4,608+35.6% | $2,203+183.8% |
| Participant deferral / active EE | $0 | $4,783-100.0% | $6,026-100.0% | $3,192-100.0% |
| Admin fee / account holder | $110 | $4,927-97.8% | $8,175-98.6% | $4,297-97.4% |