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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 | $12,832 | $176,794-92.7% | $146,647-91.2% | $167,553-92.3% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 0.00% | 24.04%-24.0pp | 22.75%-22.7pp | 478.89%-478.9pp |
| Employer contribution / active EE | $2,279 | $5,161-55.8% | $4,137-44.9% | $4,840-52.9% |
| Participant deferral / active EE | $9,950 | $6,440+54.5% | $5,506+80.7% | $6,343+56.9% |
| Admin fee / account holder | $36 | $13,262-99.7% | $10,281-99.6% | $12,316-99.7% |