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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 | $8,409 | $92,219-90.9% | $76,768-89.0% | $135,379-93.8% |
| Participation rate | 75.0% | 79.8%-4.8pp | 77.0%-2.0pp | 82.6%-7.6pp |
| Annual return | 0.00% | 5.46%-5.5pp | 2.43%-2.4pp | 519.79%-519.8pp |
| Employer contribution / active EE | $1,516 | $3,216-52.8% | $2,485-39.0% | $4,779-68.3% |
| Participant deferral / active EE | $6,529 | $4,508+44.8% | $3,852+69.5% | $5,609+16.4% |
| Admin fee / account holder | $11 | $10,749-99.9% | $6,675-99.8% | $10,828-99.9% |