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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 | $11,459 | $100,811-88.6% | $86,698-86.8% | $134,545-91.5% |
| Participation rate | 88.2% | 79.0%+9.3pp | 76.6%+11.6pp | 81.2%+7.0pp |
| Annual return | 0.00% | 29.11%-29.1pp | 35.96%-36.0pp | 418.37%-418.4pp |
| Employer contribution / active EE | $2,299 | $3,490-34.1% | $2,837-19.0% | $4,742-51.5% |
| Participant deferral / active EE | $4,111 | $5,339-23.0% | $4,656-11.7% | $6,401-35.8% |
| Admin fee / account holder | $21 | $10,926-99.8% | $7,492-99.7% | $11,431-99.8% |