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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 | $214 | $163,687-99.9% | $108,745-99.8% | $273,972-99.9% |
| Participation rate | 100.0% | 82.3%+17.7pp | 77.7%+22.3pp | 83.0%+17.0pp |
| Annual return | 0.00% | 31.16%-31.2pp | 46.22%-46.2pp | 41.46%-41.5pp |
| Employer contribution / active EE | $0 | $4,711-100.0% | $3,323-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $0 | $7,155-100.0% | $5,121-100.0% | $5,287-100.0% |
| Admin fee / account holder | $0 | $12,890-100.0% | $6,144-100.0% | $10,133-100.0% |