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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 | $7,783 | $62,589-87.6% | $76,768-89.9% | $64,173-87.9% |
| Participation rate | 96.2% | 72.8%+23.3pp | 77.0%+19.2pp | 69.6%+26.6pp |
| Annual return | 0.00% | -1.95%+1.9pp | 2.43%-2.4pp | 7.63%-7.6pp |
| Employer contribution / active EE | $2,139 | $1,832+16.7% | $2,485-13.9% | $2,381-10.2% |
| Participant deferral / active EE | $5,839 | $3,145+85.7% | $3,852+51.6% | $3,470+68.3% |
| Admin fee / account holder | $0 | $4,667-100.0% | $6,675-100.0% | $4,887-100.0% |