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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 | $5,483 | $127,296-95.7% | $109,907-95.0% | $167,536-96.7% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.2%+25.8pp | 82.1%+17.9pp |
| Annual return | 0.00% | 22.97%-23.0pp | 29.46%-29.5pp | 478.82%-478.8pp |
| Employer contribution / active EE | $2,646 | $3,325-20.4% | $2,844-7.0% | $4,839-45.3% |
| Participant deferral / active EE | $2,646 | $4,513-41.4% | $4,047-34.6% | $6,342-58.3% |
| Admin fee / account holder | $8 | $7,119-99.9% | $6,069-99.9% | $12,315-99.9% |