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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 | $9,865 | $167,353-94.1% | $143,797-93.1% | $134,545-92.7% |
| Participation rate | 83.3% | 84.8%-1.5pp | 80.3%+3.0pp | 81.2%+2.1pp |
| Annual return | 0.00% | 0.48%-0.5pp | -0.04%0pp | 418.37%-418.4pp |
| Employer contribution / active EE | $3,999 | $5,620-28.8% | $4,952-19.2% | $4,742-15.7% |
| Participant deferral / active EE | $6,152 | $6,447-4.6% | $5,638+9.1% | $6,401-3.9% |
| Admin fee / account holder | $234 | $18,096-98.7% | $14,679-98.4% | $11,431-98.0% |