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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 | $7,748 | $99,032-92.2% | $80,022-90.3% | $135,379-94.3% |
| Participation rate | 100.0% | 78.4%+21.6pp | 75.8%+24.2pp | 82.6%+17.4pp |
| Annual return | 0.00% | 15.39%-15.4pp | 11.22%-11.2pp | 519.79%-519.8pp |
| Employer contribution / active EE | $1,568 | $3,043-48.5% | $2,468-36.5% | $4,779-67.2% |
| Participant deferral / active EE | $6,687 | $4,282+56.2% | $3,686+81.4% | $5,609+19.2% |
| Admin fee / account holder | $54 | $10,436-99.5% | $6,521-99.2% | $10,828-99.5% |