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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 | $660 | $95,917-99.3% | $79,583-99.2% | $134,545-99.5% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | 0.00% | -2.70%+2.7pp | 0.16%-0.2pp | 418.37%-418.4pp |
| Employer contribution / active EE | $1,010 | $3,129-67.7% | $2,414-58.2% | $4,742-78.7% |
| Participant deferral / active EE | $1,224 | $4,694-73.9% | $3,986-69.3% | $6,401-80.9% |
| Admin fee / account holder | $238 | $9,132-97.4% | $6,835-96.5% | $11,431-97.9% |