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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 | $6,477 | $79,449-91.8% | $189,575-96.6% | $85,847-92.5% |
| Participation rate | 83.8% | 66.0%+17.8pp | 78.4%+5.3pp | 69.3%+14.5pp |
| Annual return | 0.00% | 18.45%-18.4pp | 64.19%-64.2pp | 318.61%-318.6pp |
| Employer contribution / active EE | $5,601 | $2,081+169.2% | $4,412+27.0% | $2,565+118.4% |
| Participant deferral / active EE | $0 | $4,051-100.0% | $6,174-100.0% | $3,952-100.0% |
| Admin fee / account holder | $0 | $5,377-100.0% | $9,806-100.0% | $6,261-100.0% |