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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 | $7,813 | $81,446-90.4% | $103,374-92.4% | $80,874-90.3% |
| Participation rate | 97.0% | 66.9%+30.1pp | 74.5%+22.5pp | 67.6%+29.3pp |
| Annual return | 0.00% | 25.57%-25.6pp | 24.89%-24.9pp | 35.62%-35.6pp |
| Employer contribution / active EE | $7,576 | $3,107+143.8% | $3,869+95.8% | $2,756+174.9% |
| Participant deferral / active EE | $0 | $3,870-100.0% | $5,058-100.0% | $4,297-100.0% |
| Admin fee / account holder | $0 | $6,715-100.0% | $8,394-100.0% | $6,935-100.0% |