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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 | $10,198 | $211,946-95.2% | $169,452-94.0% | $135,382-92.5% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | 0.00% | 3.26%-3.3pp | 1.83%-1.8pp | 519.77%-519.8pp |
| Employer contribution / active EE | $3,862 | $5,117-24.5% | $4,157-7.1% | $4,779-19.2% |
| Participant deferral / active EE | $8,404 | $6,075+38.3% | $5,277+59.3% | $5,609+49.8% |
| Admin fee / account holder | $183 | $11,472-98.4% | $9,110-98.0% | $10,829-98.3% |