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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 | $5,693 | $87,546-93.5% | $75,784-92.5% | $125,389-95.5% |
| Participation rate | 87.5% | 80.2%+7.3pp | 75.8%+11.7pp | 83.2%+4.3pp |
| Annual return | 0.00% | 13.49%-13.5pp | 9.68%-9.7pp | 282.24%-282.2pp |
| Employer contribution / active EE | $1,414 | $3,930-64.0% | $3,323-57.5% | $4,866-70.9% |
| Participant deferral / active EE | $3,559 | $4,230-15.8% | $3,652-2.5% | $5,352-33.5% |
| Admin fee / account holder | $7 | $6,503-99.9% | $5,300-99.9% | $9,541-99.9% |