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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 | $17,101 | $76,371-77.6% | $93,621-81.7% | $72,975-76.6% |
| Participation rate | 71.0% | 71.8%-0.8pp | 75.8%-4.9pp | 69.5%+1.5pp |
| Annual return | 0.00% | 25.82%-25.8pp | 32.76%-32.8pp | 81.01%-81.0pp |
| Employer contribution / active EE | $1,635 | $2,276-28.1% | $2,719-39.8% | $2,440-33.0% |
| Participant deferral / active EE | $4,045 | $3,538+14.3% | $4,070-0.6% | $3,608+12.1% |
| Admin fee / account holder | $2 | $6,839-100.0% | $7,890-100.0% | $5,124-100.0% |