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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 | $1,331 | $140,578-99.1% | $100,671-98.7% | $125,388-98.9% |
| Participation rate | 70.8% | 80.4%-9.6pp | 70.7%+0.1pp | 83.2%-12.4pp |
| Annual return | 0.00% | 24.67%-24.7pp | 20.43%-20.4pp | 282.24%-282.2pp |
| Employer contribution / active EE | $336 | $5,965-94.4% | $4,012-91.6% | $4,866-93.1% |
| Participant deferral / active EE | $611 | $3,981-84.7% | $3,144-80.6% | $5,352-88.6% |
| Admin fee / account holder | $0 | $6,716-100.0% | $4,850-100.0% | $9,541-100.0% |