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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 | $5,412 | $83,485-93.5% | $125,195-95.7% | $72,976-92.6% |
| Participation rate | 77.4% | 73.3%+4.1pp | 79.8%-2.4pp | 69.5%+7.9pp |
| Annual return | 0.00% | 25.77%-25.8pp | 43.79%-43.8pp | 81.02%-81.0pp |
| Employer contribution / active EE | $1,462 | $2,346-37.7% | $3,866-62.2% | $2,440-40.1% |
| Participant deferral / active EE | $2,837 | $3,586-20.9% | $4,937-42.5% | $3,608-21.4% |
| Admin fee / account holder | $48 | $5,518-99.1% | $9,704-99.5% | $5,124-99.1% |