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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 | $17,392 | $149,778-88.4% | $118,946-85.4% | $158,966-89.1% |
| Participation rate | 72.7% | 82.1%-9.4pp | 75.4%-2.7pp | 82.0%-9.2pp |
| Annual return | 0.00% | 19.95%-19.9pp | 35.89%-35.9pp | 302.95%-302.9pp |
| Employer contribution / active EE | $3,970 | $4,117-3.6% | $3,263+21.7% | $4,762-16.6% |
| Participant deferral / active EE | $5,788 | $5,225+10.8% | $4,266+35.7% | $5,983-3.3% |
| Admin fee / account holder | $0 | $8,604-100.0% | $6,581-100.0% | $11,250-100.0% |