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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 | $5,992 | $115,903-94.8% | $100,528-94.0% | $158,966-96.2% |
| Participation rate | 73.7% | 81.6%-7.9pp | 79.4%-5.7pp | 82.0%-8.3pp |
| Annual return | 0.00% | 34.80%-34.8pp | 30.90%-30.9pp | 302.95%-302.9pp |
| Employer contribution / active EE | $402 | $4,105-90.2% | $3,419-88.2% | $4,762-91.6% |
| Participant deferral / active EE | $3,781 | $6,677-43.4% | $6,271-39.7% | $5,983-36.8% |
| Admin fee / account holder | $5 | $11,000-100.0% | $8,084-99.9% | $11,250-100.0% |