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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 | $12,882 | $176,838-92.7% | $146,685-91.2% | $167,518-92.3% |
| Participation rate | 81.8% | 83.6%-1.8pp | 80.1%+1.7pp | 82.1%-0.3pp |
| Annual return | 0.00% | 24.04%-24.0pp | 22.75%-22.7pp | 478.71%-478.7pp |
| Employer contribution / active EE | $3,049 | $5,161-40.9% | $4,137-26.3% | $4,838-37.0% |
| Participant deferral / active EE | $7,162 | $6,441+11.2% | $5,507+30.1% | $6,342+12.9% |
| Admin fee / account holder | $158 | $13,262-98.8% | $10,281-98.5% | $12,312-98.7% |