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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 | $20,264 | $93,345-78.3% | $119,126-83.0% | $87,485-76.8% |
| Participation rate | 100.0% | 68.7%+31.3pp | 75.8%+24.2pp | 68.9%+31.1pp |
| Annual return | 0.00% | 19.08%-19.1pp | 282.11%-282.1pp | 26.06%-26.1pp |
| Employer contribution / active EE | $21,121 | $3,172+565.9% | $4,034+423.6% | $2,596+713.5% |
| Participant deferral / active EE | $0 | $4,099-100.0% | $5,318-100.0% | $4,274-100.0% |
| Admin fee / account holder | $0 | $8,039-100.0% | $10,693-100.0% | $7,775-100.0% |