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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 | $3,411 | $140,592-97.6% | $123,105-97.2% | $125,389-97.3% |
| Participation rate | 100.0% | 88.2%+11.8pp | 86.8%+13.2pp | 83.2%+16.8pp |
| Annual return | 1.42% | 16.80%-15.4pp | 13.22%-11.8pp | 282.24%-280.8pp |
| Employer contribution / active EE | $2,893 | $6,041-52.1% | $5,151-43.8% | $4,866-40.5% |
| Participant deferral / active EE | $0 | $6,980-100.0% | $6,229-100.0% | $5,352-100.0% |
| Admin fee / account holder | $230 | $11,198-97.9% | $9,014-97.4% | $9,541-97.6% |