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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 | $5,640 | $167,362-96.6% | $143,799-96.1% | $134,532-95.8% |
| Participation rate | 85.7% | 84.8%+0.9pp | 80.3%+5.4pp | 81.2%+4.5pp |
| Annual return | 0.00% | 0.47%-0.5pp | -0.04%0pp | 418.27%-418.3pp |
| Employer contribution / active EE | $1,288 | $5,620-77.1% | $4,952-74.0% | $4,741-72.8% |
| Participant deferral / active EE | $4,084 | $6,447-36.7% | $5,638-27.6% | $6,401-36.2% |
| Admin fee / account holder | $150 | $18,094-99.2% | $14,677-99.0% | $11,429-98.7% |