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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 | $14,350 | $167,362-91.4% | $143,799-90.0% | $134,532-89.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | 4.27% | 0.47%+3.8pp | -0.04%+4.3pp | 418.27%-414.0pp |
| Employer contribution / active EE | $4,462 | $5,620-20.6% | $4,952-9.9% | $4,741-5.9% |
| Participant deferral / active EE | $3,689 | $6,447-42.8% | $5,638-34.6% | $6,401-42.4% |
| Admin fee / account holder | $62 | $18,094-99.7% | $14,677-99.6% | $11,429-99.5% |