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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 | $8,997 | $127,096-92.9% | $105,736-91.5% | $135,380-93.4% |
| Participation rate | 100.0% | 82.7%+17.3pp | 76.3%+23.7pp | 82.6%+17.4pp |
| Annual return | 0.00% | 4.49%-4.5pp | 6.27%-6.3pp | 519.81%-519.8pp |
| Employer contribution / active EE | $5,701 | $4,107+38.8% | $3,268+74.4% | $4,779+19.3% |
| Participant deferral / active EE | $3,635 | $5,064-28.2% | $4,080-10.9% | $5,609-35.2% |
| Admin fee / account holder | $23 | $9,087-99.8% | $6,913-99.7% | $10,828-99.8% |