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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 | $6,895 | $153,774-95.5% | $133,981-94.9% | $273,968-97.5% |
| Participation rate | 88.9% | 88.4%+0.5pp | 87.1%+1.8pp | 83.0%+5.9pp |
| Annual return | 0.00% | 36.51%-36.5pp | 29.30%-29.3pp | 41.45%-41.5pp |
| Employer contribution / active EE | $2,522 | $6,029-58.2% | $5,211-51.6% | $4,869-48.2% |
| Participant deferral / active EE | $4,130 | $6,958-40.6% | $6,282-34.3% | $5,287-21.9% |
| Admin fee / account holder | $90 | $11,765-99.2% | $9,324-99.0% | $10,132-99.1% |