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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 | $43,688 | $438,681-90.0% | $438,681-90.0% | $254,510-82.8% |
| Participation rate | 100.0% | 48.2%+51.8pp | 44.3%+55.7pp | 43.0%+57.0pp |
| Annual return | 0.00% | 4.01%-4.0pp | 4.26%-4.3pp | 259.14%-259.1pp |
| Employer contribution / active EE | $43,570 | $56,756-23.2% | $54,767-20.4% | $41,471+5.1% |
| Participant deferral / active EE | $0 | $15-100.0% | $18-100.0% | $153-100.0% |
| Admin fee / account holder | $0 | $2,187-100.0% | $2,187-100.0% | $21,546-100.0% |