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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 | $9,206 | $113,941-91.9% | $94,228-90.2% | $125,388-92.7% |
| Participation rate | 78.9% | 82.9%-3.9pp | 78.8%+0.2pp | 83.2%-4.2pp |
| Annual return | 0.00% | 5.29%-5.3pp | 10.68%-10.7pp | 282.24%-282.2pp |
| Employer contribution / active EE | $2,807 | $4,727-40.6% | $3,587-21.7% | $4,866-42.3% |
| Participant deferral / active EE | $5,571 | $5,179+7.6% | $4,320+29.0% | $5,352+4.1% |
| Admin fee / account holder | $84 | $8,392-99.0% | $6,269-98.7% | $9,541-99.1% |