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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 | $12,251 | $65,703-81.4% | $94,228-87.0% | $59,633-79.5% |
| Participation rate | 83.3% | 72.1%+11.2pp | 78.8%+4.6pp | 68.7%+14.7pp |
| Annual return | 0.00% | 5.22%-5.2pp | 10.68%-10.7pp | 2041.40%-2041.4pp |
| Employer contribution / active EE | $1,302 | $2,021-35.5% | $3,587-63.7% | $2,203-40.9% |
| Participant deferral / active EE | $1,893 | $3,143-39.8% | $4,320-56.2% | $3,192-40.7% |
| Admin fee / account holder | $0 | $4,264-100.0% | $6,269-100.0% | $4,297-100.0% |