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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 | $4,450 | $50,082-91.1% | $93,406-95.2% | $79,858-94.4% |
| Participation rate | 78.0% | 60.9%+17.1pp | 66.8%+11.2pp | 69.6%+8.4pp |
| Annual return | 0.00% | 24.59%-24.6pp | 78.05%-78.1pp | 31.72%-31.7pp |
| Employer contribution / active EE | $3,474 | $1,303+166.5% | $2,075+67.4% | $2,471+40.6% |
| Participant deferral / active EE | $0 | $2,212-100.0% | $3,126-100.0% | $3,740-100.0% |
| Admin fee / account holder | $0 | $3,454-100.0% | $5,230-100.0% | $5,306-100.0% |