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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 | $4,674 | $73,981-93.7% | $105,754-95.6% | $62,881-92.6% |
| Participation rate | 91.9% | 71.7%+20.2pp | 78.9%+13.0pp | 69.3%+22.6pp |
| Annual return | 0.00% | 17.60%-17.6pp | 12.25%-12.3pp | 20.14%-20.1pp |
| Employer contribution / active EE | $1,297 | $2,856-54.6% | $4,079-68.2% | $2,281-43.1% |
| Participant deferral / active EE | $2,291 | $4,038-43.3% | $5,326-57.0% | $3,203-28.5% |
| Admin fee / account holder | $23 | $5,976-99.6% | $8,309-99.7% | $4,296-99.5% |