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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 | $11,830 | $124,330-90.5% | $109,173-89.2% | $167,536-92.9% |
| Participation rate | 75.0% | 79.5%-4.5pp | 75.9%-0.9pp | 82.1%-7.1pp |
| Annual return | 0.00% | 26.04%-26.0pp | 25.75%-25.8pp | 478.82%-478.8pp |
| Employer contribution / active EE | $1,354 | $4,209-67.8% | $3,723-63.6% | $4,839-72.0% |
| Participant deferral / active EE | $7,392 | $5,256+40.6% | $4,654+58.8% | $6,342+16.6% |
| Admin fee / account holder | $5 | $7,974-99.9% | $6,755-99.9% | $12,315-100.0% |