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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 | $8,543 | $167,353-94.9% | $143,797-94.1% | $134,545-93.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | 2.87% | 0.48%+2.4pp | -0.04%+2.9pp | 418.37%-415.5pp |
| Employer contribution / active EE | $1,432 | $5,620-74.5% | $4,952-71.1% | $4,742-69.8% |
| Participant deferral / active EE | $4,110 | $6,447-36.2% | $5,638-27.1% | $6,401-35.8% |
| Admin fee / account holder | $133 | $18,096-99.3% | $14,679-99.1% | $11,431-98.8% |