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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 | $4,641 | $113,941-95.9% | $94,229-95.1% | $125,389-96.3% |
| Participation rate | 90.5% | 82.9%+7.6pp | 78.8%+11.7pp | 83.2%+7.3pp |
| Annual return | 0.00% | 5.29%-5.3pp | 10.68%-10.7pp | 282.24%-282.2pp |
| Employer contribution / active EE | $0 | $4,727-100.0% | $3,587-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $4,482 | $5,179-13.5% | $4,320+3.7% | $5,352-16.2% |
| Admin fee / account holder | $1 | $8,392-100.0% | $6,269-100.0% | $9,541-100.0% |