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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 | $7,331 | $52,911-86.1% | $73,309-90.0% | $59,633-87.7% |
| Participation rate | 93.3% | 68.2%+25.1pp | 74.9%+18.4pp | 68.7%+24.7pp |
| Annual return | 0.00% | 12.20%-12.2pp | 5.67%-5.7pp | 2041.45%-2041.5pp |
| Employer contribution / active EE | $3,936 | $1,909+106.2% | $3,237+21.6% | $2,203+78.7% |
| Participant deferral / active EE | $2,355 | $4,069-42.1% | $4,991-52.8% | $3,192-26.2% |
| Admin fee / account holder | $12 | $3,835-99.7% | $5,635-99.8% | $4,297-99.7% |