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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 | $5,925 | $158,852-96.3% | $121,220-95.1% | $135,379-95.6% |
| Participation rate | 100.0% | 79.3%+20.7pp | 71.8%+28.2pp | 82.6%+17.4pp |
| Annual return | 0.00% | -0.64%+0.6pp | 16.94%-16.9pp | 519.79%-519.8pp |
| Employer contribution / active EE | $947 | $5,666-83.3% | $4,023-76.4% | $4,779-80.2% |
| Participant deferral / active EE | $3,721 | $4,006-7.1% | $3,345+11.2% | $5,609-33.7% |
| Admin fee / account holder | $5 | $6,515-99.9% | $5,021-99.9% | $10,828-100.0% |