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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 | $13,894 | $167,522-91.7% | $151,639-90.8% | $134,532-89.7% |
| Participation rate | 85.7% | 88.4%-2.7pp | 87.5%-1.8pp | 81.2%+4.5pp |
| Annual return | 0.00% | 7.81%-7.8pp | 3.34%-3.3pp | 418.27%-418.3pp |
| Employer contribution / active EE | $1,655 | $6,828-75.8% | $6,165-73.2% | $4,741-65.1% |
| Participant deferral / active EE | $7,042 | $8,986-21.6% | $8,363-15.8% | $6,401+10.0% |
| Admin fee / account holder | $0 | $13,780-100.0% | $11,613-100.0% | $11,429-100.0% |