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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 | $10,910 | $59,804-81.8% | $81,982-86.7% | $79,856-86.3% |
| Participation rate | 100.0% | 61.6%+38.4pp | 69.3%+30.7pp | 69.6%+30.4pp |
| Annual return | 0.00% | 17.56%-17.6pp | 41.31%-41.3pp | 31.71%-31.7pp |
| Employer contribution / active EE | $6,299 | $1,713+267.6% | $2,498+152.1% | $2,471+154.9% |
| Participant deferral / active EE | $4,149 | $2,695+53.9% | $3,722+11.4% | $3,741+10.9% |
| Admin fee / account holder | $79 | $4,288-98.1% | $5,665-98.6% | $5,306-98.5% |