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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 | $4,042 | $95,193-95.8% | $76,523-94.7% | $135,382-97.0% |
| Participation rate | 93.3% | 74.4%+18.9pp | 68.0%+25.3pp | 82.6%+10.7pp |
| Annual return | 0.00% | 4.85%-4.8pp | -0.27%+0.3pp | 519.77%-519.8pp |
| Employer contribution / active EE | $1,336 | $3,302-59.6% | $2,647-49.5% | $4,779-72.1% |
| Participant deferral / active EE | $3,083 | $4,639-33.5% | $3,835-19.6% | $5,609-45.0% |
| Admin fee / account holder | $55 | $6,249-99.1% | $4,848-98.9% | $10,829-99.5% |