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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 | $9,651 | $167,353-94.2% | $143,797-93.3% | $134,545-92.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | 0.00% | 0.48%-0.5pp | -0.04%0pp | 418.37%-418.4pp |
| Employer contribution / active EE | $1,466 | $5,620-73.9% | $4,952-70.4% | $4,742-69.1% |
| Participant deferral / active EE | $7,987 | $6,447+23.9% | $5,638+41.7% | $6,401+24.8% |
| Admin fee / account holder | $5 | $18,096-100.0% | $14,679-100.0% | $11,431-100.0% |