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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 | $19,984 | $167,504-88.1% | $151,628-86.8% | $134,509-85.1% |
| Participation rate | 80.0% | 88.4%-8.4pp | 87.5%-7.5pp | 81.2%-1.2pp |
| Annual return | 1.02% | 7.81%-6.8pp | 3.34%-2.3pp | 418.13%-417.1pp |
| Employer contribution / active EE | $2,022 | $6,828-70.4% | $6,165-67.2% | $4,741-57.3% |
| Participant deferral / active EE | $0 | $8,985-100.0% | $8,363-100.0% | $6,400-100.0% |
| Admin fee / account holder | $0 | $13,779-100.0% | $11,613-100.0% | $11,427-100.0% |