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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 | $28,485 | $99,994-71.5% | $146,647-80.6% | $85,851-66.8% |
| Participation rate | 100.0% | 73.1%+26.9pp | 80.1%+19.9pp | 69.3%+30.7pp |
| Annual return | 19.09% | 18.93%+0.2pp | 22.75%-3.7pp | 318.63%-299.5pp |
| Employer contribution / active EE | $1,781 | $2,559-30.4% | $4,137-56.9% | $2,565-30.6% |
| Participant deferral / active EE | $0 | $4,006-100.0% | $5,506-100.0% | $3,952-100.0% |
| Admin fee / account holder | $0 | $7,703-100.0% | $10,281-100.0% | $6,261-100.0% |