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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 | $5,110 | $110,278-95.4% | $95,740-94.7% | $139,466-96.3% |
| Participation rate | 100.0% | 75.7%+24.3pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 0.00% | 27.19%-27.2pp | 28.41%-28.4pp | 373.66%-373.7pp |
| Employer contribution / active EE | $1,757 | $3,260-46.1% | $2,836-38.1% | $4,754-63.0% |
| Participant deferral / active EE | $3,020 | $4,674-35.4% | $4,244-28.8% | $6,712-55.0% |
| Admin fee / account holder | $10 | $6,613-99.8% | $5,676-99.8% | $11,409-99.9% |