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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 | $12,107 | $65,704-81.6% | $94,229-87.2% | $59,633-79.7% |
| Participation rate | 98.5% | 72.1%+26.4pp | 78.8%+19.8pp | 68.7%+29.9pp |
| Annual return | 0.16% | 5.22%-5.1pp | 10.68%-10.5pp | 2041.45%-2041.3pp |
| Employer contribution / active EE | $901 | $2,021-55.4% | $3,587-74.9% | $2,203-59.1% |
| Participant deferral / active EE | $2,040 | $3,143-35.1% | $4,320-52.8% | $3,192-36.1% |
| Admin fee / account holder | $101 | $4,265-97.6% | $6,269-98.4% | $4,297-97.6% |