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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 | $14,906 | $62,672-76.2% | $185,117-91.9% | $70,126-78.7% |
| Participation rate | 76.5% | 63.8%+12.8pp | 77.3%-0.7pp | 69.5%+7.0pp |
| Annual return | 0.00% | 40.79%-40.8pp | 40.50%-40.5pp | 73.15%-73.1pp |
| Employer contribution / active EE | $779 | $1,753-55.6% | $4,182-81.4% | $2,343-66.7% |
| Participant deferral / active EE | $1,155 | $3,272-64.7% | $5,045-77.1% | $3,332-65.3% |
| Admin fee / account holder | $39 | $3,932-99.0% | $8,159-99.5% | $4,645-99.2% |