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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 | $6,162 | $113,339-94.6% | $94,993-93.5% | $147,585-95.8% |
| Participation rate | 100.0% | 78.0%+22.0pp | 73.9%+26.1pp | 82.8%+17.2pp |
| Annual return | 0.00% | 20.77%-20.8pp | 27.12%-27.1pp | 578.57%-578.6pp |
| Employer contribution / active EE | $2,615 | $3,160-17.3% | $2,603+0.4% | $4,876-46.4% |
| Participant deferral / active EE | $3,807 | $3,777+0.8% | $3,317+14.8% | $5,439-30.0% |
| Admin fee / account holder | $33 | $6,063-99.5% | $4,960-99.3% | $10,885-99.7% |