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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 | $7,291 | $211,946-96.6% | $169,452-95.7% | $135,380-94.6% |
| Participation rate | 75.0% | 82.6%-7.6pp | 77.8%-2.8pp | 82.6%-7.6pp |
| Annual return | 0.00% | 3.26%-3.3pp | 1.83%-1.8pp | 519.81%-519.8pp |
| Employer contribution / active EE | $952 | $5,117-81.4% | $4,157-77.1% | $4,779-80.1% |
| Participant deferral / active EE | $4,516 | $6,075-25.7% | $5,277-14.4% | $5,609-19.5% |
| Admin fee / account holder | $0 | $11,472-100.0% | $9,110-100.0% | $10,828-100.0% |