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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 | $7,016 | $90,538-92.3% | $88,457-92.1% | $154,746-95.5% |
| Participation rate | 100.0% | 80.9%+19.1pp | 78.6%+21.4pp | 80.7%+19.3pp |
| Annual return | 0.00% | 37.97%-38.0pp | 32.69%-32.7pp | 172.34%-172.3pp |
| Employer contribution / active EE | $2,339 | $4,914-52.4% | $4,681-50.0% | $4,379-46.6% |
| Participant deferral / active EE | $4,677 | $6,073-23.0% | $5,667-17.5% | $6,730-30.5% |
| Admin fee / account holder | $0 | $10,337-100.0% | $9,606-100.0% | $14,365-100.0% |