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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 | $16,437 | $65,704-75.0% | $94,229-82.6% | $59,633-72.4% |
| Participation rate | 93.8% | 72.1%+21.6pp | 78.8%+15.0pp | 68.7%+25.1pp |
| Annual return | 0.00% | 5.22%-5.2pp | 10.68%-10.7pp | 2041.45%-2041.5pp |
| Employer contribution / active EE | $0 | $2,021-100.0% | $3,587-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $3,650 | $3,143+16.1% | $4,320-15.5% | $3,192+14.4% |
| Admin fee / account holder | $30 | $4,265-99.3% | $6,269-99.5% | $4,297-99.3% |