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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 | $827 | $73,848-98.9% | $143,799-99.4% | $68,486-98.8% |
| Participation rate | 75.5% | 66.7%+8.8pp | 80.3%-4.8pp | 67.9%+7.6pp |
| Annual return | 3.00% | 0.91%+2.1pp | -0.04%+3.0pp | -7.85%+10.9pp |
| Employer contribution / active EE | $0 | $3,184-100.0% | $4,952-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $0 | $3,385-100.0% | $5,638-100.0% | $4,028-100.0% |
| Admin fee / account holder | $0 | $5,755-100.0% | $14,677-100.0% | $5,404-100.0% |