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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 | $7,182 | $76,551-90.6% | $123,894-94.2% | $62,881-88.6% |
| Participation rate | 73.4% | 73.0%+0.5pp | 81.4%-8.0pp | 69.3%+4.1pp |
| Annual return | 0.00% | 18.68%-18.7pp | 47.52%-47.5pp | 20.14%-20.1pp |
| Employer contribution / active EE | $774 | $2,882-73.1% | $4,617-83.2% | $2,281-66.1% |
| Participant deferral / active EE | $5,476 | $4,840+13.1% | $5,984-8.5% | $3,203+71.0% |
| Admin fee / account holder | $28 | $4,826-99.4% | $8,357-99.7% | $4,296-99.3% |