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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 | $831 | $93,064-99.1% | $74,577-98.9% | $273,972-99.7% |
| Participation rate | 85.7% | 74.9%+10.8pp | 68.1%+17.6pp | 83.0%+2.7pp |
| Annual return | 0.00% | 26.18%-26.2pp | 20.47%-20.5pp | 41.46%-41.5pp |
| Employer contribution / active EE | $259 | $3,160-91.8% | $2,525-89.8% | $4,869-94.7% |
| Participant deferral / active EE | $443 | $4,160-89.3% | $3,458-87.2% | $5,287-91.6% |
| Admin fee / account holder | $0 | $5,273-100.0% | $4,138-100.0% | $10,133-100.0% |