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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 | $3,643 | $78,672-95.4% | $109,163-96.7% | $85,856-95.8% |
| Participation rate | 73.5% | 68.3%+5.3pp | 75.9%-2.3pp | 69.3%+4.2pp |
| Annual return | 0.00% | 25.09%-25.1pp | 25.75%-25.8pp | 318.58%-318.6pp |
| Employer contribution / active EE | $825 | $2,734-69.8% | $3,723-77.8% | $2,565-67.9% |
| Participant deferral / active EE | $1,941 | $3,467-44.0% | $4,654-58.3% | $3,952-50.9% |
| Admin fee / account holder | $14 | $5,470-99.7% | $6,754-99.8% | $6,261-99.8% |