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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 | $2,890 | $107,809-97.3% | $90,657-96.8% | $135,380-97.9% |
| Participation rate | 84.2% | 78.0%+6.2pp | 74.0%+10.2pp | 82.6%+1.6pp |
| Annual return | 0.00% | -0.90%+0.9pp | 1.89%-1.9pp | 519.81%-519.8pp |
| Employer contribution / active EE | $896 | $3,018-70.3% | $2,532-64.6% | $4,779-81.2% |
| Participant deferral / active EE | $1,542 | $3,872-60.2% | $3,424-55.0% | $5,609-72.5% |
| Admin fee / account holder | $0 | $5,931-100.0% | $4,994-100.0% | $10,828-100.0% |