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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 | $935 | $84,518-98.9% | $67,704-98.6% | $125,389-99.3% |
| Participation rate | 100.0% | 74.8%+25.2pp | 67.5%+32.5pp | 83.2%+16.8pp |
| Annual return | 0.00% | 2.57%-2.6pp | 25.41%-25.4pp | 282.24%-282.2pp |
| Employer contribution / active EE | $204 | $3,292-93.8% | $2,559-92.0% | $4,866-95.8% |
| Participant deferral / active EE | $771 | $4,430-82.6% | $3,585-78.5% | $5,352-85.6% |
| Admin fee / account holder | $37 | $5,340-99.3% | $4,255-99.1% | $9,541-99.6% |