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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 | $6,961 | $88,707-92.2% | $74,184-90.6% | $273,972-97.5% |
| Participation rate | 85.7% | 79.4%+6.3pp | 76.6%+9.1pp | 83.0%+2.7pp |
| Annual return | 2.68% | 11.94%-9.3pp | 17.74%-15.1pp | 41.46%-38.8pp |
| Employer contribution / active EE | $1,429 | $3,159-54.8% | $2,370-39.7% | $4,869-70.7% |
| Participant deferral / active EE | $0 | $4,212-100.0% | $3,550-100.0% | $5,287-100.0% |
| Admin fee / account holder | $47 | $8,717-99.5% | $5,586-99.2% | $10,133-99.5% |