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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 | $6,341 | $45,079-85.9% | $69,461-90.9% | $72,983-91.3% |
| Participation rate | 83.3% | 68.5%+14.8pp | 74.6%+8.7pp | 69.5%+13.8pp |
| Annual return | 0.00% | 22.65%-22.7pp | 28.97%-29.0pp | 81.01%-81.0pp |
| Employer contribution / active EE | $1,121 | $2,055-45.4% | $2,779-59.7% | $2,440-54.1% |
| Participant deferral / active EE | $2,456 | $2,603-5.6% | $3,536-30.5% | $3,608-31.9% |
| Admin fee / account holder | $20 | $3,056-99.3% | $3,840-99.5% | $5,124-99.6% |