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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 | $16,237 | $127,096-87.2% | $105,736-84.6% | $135,380-88.0% |
| Participation rate | 85.7% | 82.7%+3.0pp | 76.3%+9.4pp | 82.6%+3.1pp |
| Annual return | 0.00% | 4.49%-4.5pp | 6.27%-6.3pp | 519.81%-519.8pp |
| Employer contribution / active EE | $3,367 | $4,107-18.0% | $3,268+3.0% | $4,779-29.5% |
| Participant deferral / active EE | $11,944 | $5,064+135.8% | $4,080+192.7% | $5,609+112.9% |
| Admin fee / account holder | $111 | $9,087-98.8% | $6,913-98.4% | $10,828-99.0% |