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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 | $7,747 | $86,294-91.0% | $111,303-93.0% | $85,854-91.0% |
| Participation rate | 100.0% | 73.3%+26.7pp | 77.3%+22.7pp | 69.3%+30.7pp |
| Annual return | 0.00% | 19.99%-20.0pp | 54.66%-54.7pp | 318.56%-318.6pp |
| Employer contribution / active EE | $7,877 | $2,043+285.5% | $2,731+188.4% | $2,565+207.1% |
| Participant deferral / active EE | $0 | $3,641-100.0% | $4,488-100.0% | $3,952-100.0% |
| Admin fee / account holder | $109 | $8,189-98.7% | $7,965-98.6% | $6,260-98.3% |