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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 | $862 | $110,137-99.2% | $161,149-99.5% | $82,637-99.0% |
| Participation rate | 96.7% | 72.4%+24.3pp | 78.8%+17.8pp | 68.1%+28.6pp |
| Annual return | 0.00% | 20.69%-20.7pp | 21.16%-21.2pp | 53.51%-53.5pp |
| Employer contribution / active EE | $803 | $2,856-71.9% | $4,360-81.6% | $2,552-68.5% |
| Participant deferral / active EE | $0 | $4,575-100.0% | $6,153-100.0% | $4,126-100.0% |
| Admin fee / account holder | $0 | $9,467-100.0% | $15,194-100.0% | $7,339-100.0% |