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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 | $6,988 | $71,878-90.3% | $86,698-91.9% | $68,486-89.8% |
| Participation rate | 88.1% | 72.2%+15.8pp | 76.6%+11.5pp | 67.9%+20.2pp |
| Annual return | 0.00% | 3.53%-3.5pp | 35.95%-35.9pp | -7.85%+7.9pp |
| Employer contribution / active EE | $1,857 | $2,173-14.6% | $2,837-34.6% | $2,597-28.5% |
| Participant deferral / active EE | $2,582 | $3,779-31.7% | $4,656-44.6% | $4,028-35.9% |
| Admin fee / account holder | $150 | $6,113-97.5% | $7,493-98.0% | $5,404-97.2% |