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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 | $5,569 | $117,694-95.3% | $71,755-92.2% | $134,532-95.9% |
| Participation rate | 100.0% | 68.8%+31.2pp | 62.3%+37.7pp | 81.2%+18.8pp |
| Annual return | 0.00% | 25.33%-25.3pp | 9.09%-9.1pp | 418.27%-418.3pp |
| Employer contribution / active EE | $2,509 | $2,523-0.6% | $1,704+47.3% | $4,741-47.1% |
| Participant deferral / active EE | $3,000 | $3,753-20.1% | $2,656+13.0% | $6,401-53.1% |
| Admin fee / account holder | $0 | $6,374-100.0% | $3,972-100.0% | $11,429-100.0% |