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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 | $4,714 | $104,251-95.5% | $91,004-94.8% | $147,586-96.8% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.6%+24.4pp | 82.8%+17.2pp |
| Annual return | 0.00% | 27.06%-27.1pp | 4.60%-4.6pp | 578.59%-578.6pp |
| Employer contribution / active EE | $1,913 | $3,116-38.6% | $2,456-22.1% | $4,876-60.8% |
| Participant deferral / active EE | $2,452 | $4,195-41.5% | $3,548-30.9% | $5,439-54.9% |
| Admin fee / account holder | $0 | $8,948-100.0% | $5,417-100.0% | $10,886-100.0% |