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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 | $5,254 | $79,955-93.4% | $98,450-94.7% | $75,181-93.0% |
| Participation rate | 96.6% | 70.4%+26.2pp | 75.2%+21.4pp | 67.2%+29.4pp |
| Annual return | 0.00% | 19.75%-19.7pp | 21.16%-21.2pp | 160.69%-160.7pp |
| Employer contribution / active EE | $16,949 | $2,264+648.6% | $3,049+455.9% | $2,671+534.7% |
| Participant deferral / active EE | $0 | $3,752-100.0% | $4,739-100.0% | $4,126-100.0% |
| Admin fee / account holder | $0 | $6,841-100.0% | $8,961-100.0% | $5,650-100.0% |