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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 | $4,274 | $54,380-92.1% | $68,509-93.8% | $59,633-92.8% |
| Participation rate | 88.5% | 70.2%+18.3pp | 74.7%+13.7pp | 68.7%+19.8pp |
| Annual return | 0.00% | 2.83%-2.8pp | 8.27%-8.3pp | 2041.45%-2041.5pp |
| Employer contribution / active EE | $1,493 | $1,539-3.0% | $2,278-34.5% | $2,203-32.2% |
| Participant deferral / active EE | $2,316 | $2,643-12.4% | $3,382-31.5% | $3,192-27.4% |
| Admin fee / account holder | $0 | $3,885-100.0% | $5,275-100.0% | $4,297-100.0% |