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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 | $0 | $57,541-100.0% | $95,759-100.0% | $75,177-100.0% |
| Participation rate | 92.3% | 62.5%+29.8pp | 72.3%+20.1pp | 67.2%+25.1pp |
| Annual return | 0.00% | 34.93%-34.9pp | 28.42%-28.4pp | 160.75%-160.8pp |
| Employer contribution / active EE | $0 | $1,808-100.0% | $2,836-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $0 | $3,074-100.0% | $4,244-100.0% | $4,126-100.0% |
| Admin fee / account holder | $0 | $4,099-100.0% | $5,678-100.0% | $5,651-100.0% |