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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 | $9,053 | $69,518-87.0% | $59,887-84.9% | $135,379-93.3% |
| Participation rate | 87.5% | 77.8%+9.7pp | 74.7%+12.8pp | 82.6%+4.9pp |
| Annual return | 0.57% | 7.95%-7.4pp | 3.46%-2.9pp | 519.79%-519.2pp |
| Employer contribution / active EE | $0 | $3,235-100.0% | $2,722-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $0 | $4,204-100.0% | $3,402-100.0% | $5,609-100.0% |
| Admin fee / account holder | $10 | $5,734-99.8% | $3,591-99.7% | $10,828-99.9% |