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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 | $7,263 | $124,351-94.2% | $109,188-93.3% | $167,553-95.7% |
| Participation rate | 85.7% | 79.4%+6.3pp | 75.9%+9.8pp | 82.1%+3.6pp |
| Annual return | 0.00% | 26.04%-26.0pp | 25.76%-25.8pp | 478.89%-478.9pp |
| Employer contribution / active EE | $1,923 | $4,210-54.3% | $3,723-48.4% | $4,840-60.3% |
| Participant deferral / active EE | $4,258 | $5,257-19.0% | $4,654-8.5% | $6,343-32.9% |
| Admin fee / account holder | $0 | $7,975-100.0% | $6,755-100.0% | $12,316-100.0% |