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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 | $8,442 | $115,911-92.7% | $100,530-91.6% | $158,950-94.7% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 0.00% | 34.80%-34.8pp | 30.89%-30.9pp | 302.91%-302.9pp |
| Employer contribution / active EE | $1,286 | $4,104-68.7% | $3,418-62.4% | $4,762-73.0% |
| Participant deferral / active EE | $6,625 | $6,676-0.8% | $6,271+5.6% | $5,983+10.7% |
| Admin fee / account holder | $0 | $10,999-100.0% | $8,083-100.0% | $11,248-100.0% |