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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 | $10,080 | $93,071-89.2% | $74,583-86.5% | $273,968-96.3% |
| Participation rate | 91.7% | 74.9%+16.7pp | 68.1%+23.6pp | 83.0%+8.7pp |
| Annual return | 0.00% | 26.18%-26.2pp | 20.47%-20.5pp | 41.45%-41.5pp |
| Employer contribution / active EE | $9,240 | $3,160+192.5% | $2,525+265.9% | $4,869+89.8% |
| Participant deferral / active EE | $0 | $4,160-100.0% | $3,458-100.0% | $5,287-100.0% |
| Admin fee / account holder | $0 | $5,272-100.0% | $4,138-100.0% | $10,132-100.0% |