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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 | $7,708 | $76,551-89.9% | $123,894-93.8% | $62,881-87.7% |
| Participation rate | 76.2% | 73.0%+3.2pp | 81.4%-5.2pp | 69.3%+6.9pp |
| Annual return | 0.00% | 18.68%-18.7pp | 47.52%-47.5pp | 20.14%-20.1pp |
| Employer contribution / active EE | $1,994 | $2,882-30.8% | $4,617-56.8% | $2,281-12.6% |
| Participant deferral / active EE | $4,872 | $4,840+0.7% | $5,984-18.6% | $3,203+52.1% |
| Admin fee / account holder | $0 | $4,826-100.0% | $8,357-100.0% | $4,296-100.0% |