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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 | $6,530 | $39,132-83.3% | $57,196-88.6% | $62,881-89.6% |
| Participation rate | 96.6% | 70.5%+26.1pp | 75.3%+21.3pp | 69.3%+27.3pp |
| Annual return | 0.00% | 9.24%-9.2pp | 14.59%-14.6pp | 20.14%-20.1pp |
| Employer contribution / active EE | $697 | $1,874-62.8% | $2,683-74.0% | $2,281-69.4% |
| Participant deferral / active EE | $1,220 | $2,374-48.6% | $3,096-60.6% | $3,203-61.9% |
| Admin fee / account holder | $5 | $2,594-99.8% | $3,141-99.8% | $4,296-99.9% |