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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 | $1,755 | $95,762-98.2% | $379,746-99.5% | $79,852-97.8% |
| Participation rate | 100.0% | 74.0%+26.0pp | 78.4%+21.6pp | 69.6%+30.4pp |
| Annual return | 0.00% | 18.26%-18.3pp | 34.90%-34.9pp | 31.72%-31.7pp |
| Employer contribution / active EE | $1,664 | $2,695-38.3% | $3,540-53.0% | $2,471-32.7% |
| Participant deferral / active EE | $0 | $4,705-100.0% | $6,024-100.0% | $3,740-100.0% |
| Admin fee / account holder | $0 | $6,745-100.0% | $7,927-100.0% | $5,306-100.0% |