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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 | $3,677 | $103,392-96.4% | $87,104-95.8% | $152,897-97.6% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.9%+23.1pp | 82.5%+17.5pp |
| Annual return | 0.00% | 28.10%-28.1pp | 28.19%-28.2pp | 345.43%-345.4pp |
| Employer contribution / active EE | $1,505 | $3,221-53.3% | $2,521-40.3% | $4,764-68.4% |
| Participant deferral / active EE | $1,901 | $4,778-60.2% | $4,048-53.0% | $5,851-67.5% |
| Admin fee / account holder | $5 | $12,194-100.0% | $7,491-99.9% | $11,599-100.0% |