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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 | $6,050 | $138,385-95.6% | $184,243-96.7% | $80,925-92.5% |
| Participation rate | 87.9% | 83.9%+4.0pp | 86.8%+1.1pp | 67.7%+20.2pp |
| Annual return | 0.00% | 20.02%-20.0pp | 28.82%-28.8pp | 35.65%-35.6pp |
| Employer contribution / active EE | $1,756 | $4,851-63.8% | $6,427-72.7% | $2,756-36.3% |
| Participant deferral / active EE | $4,292 | $7,075-39.3% | $9,132-53.0% | $4,299-0.1% |
| Admin fee / account holder | $261 | $10,489-97.5% | $13,914-98.1% | $6,940-96.2% |