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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 | $12,882 | $167,522-92.3% | $151,639-91.5% | $134,532-90.4% |
| Participation rate | 75.0% | 88.4%-13.4pp | 87.5%-12.5pp | 81.2%-6.2pp |
| Annual return | 0.00% | 7.81%-7.8pp | 3.34%-3.3pp | 418.27%-418.3pp |
| Employer contribution / active EE | $5,082 | $6,828-25.6% | $6,165-17.6% | $4,741+7.2% |
| Participant deferral / active EE | $5,754 | $8,986-36.0% | $8,363-31.2% | $6,401-10.1% |
| Admin fee / account holder | $0 | $13,780-100.0% | $11,613-100.0% | $11,429-100.0% |