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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 | $3,289 | $88,996-96.3% | $78,004-95.8% | $138,895-97.6% |
| Participation rate | 100.0% | 74.4%+25.6pp | 69.4%+30.6pp | 79.9%+20.1pp |
| Annual return | 0.00% | 28.03%-28.0pp | 31.07%-31.1pp | 145.39%-145.4pp |
| Employer contribution / active EE | $1,320 | $2,917-54.8% | $2,469-46.6% | $4,194-68.5% |
| Participant deferral / active EE | $1,783 | $4,724-62.3% | $4,092-56.4% | $6,396-72.1% |
| Admin fee / account holder | $0 | $8,807-100.0% | $7,578-100.0% | $12,562-100.0% |