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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 | $12,288 | $52,836-76.7% | $105,738-88.4% | $64,173-80.9% |
| Participation rate | 74.0% | 66.5%+7.4pp | 76.3%-2.4pp | 69.6%+4.4pp |
| Annual return | 0.00% | 14.30%-14.3pp | 6.27%-6.3pp | 7.63%-7.6pp |
| Employer contribution / active EE | $1,943 | $1,827+6.3% | $3,268-40.6% | $2,381-18.4% |
| Participant deferral / active EE | $3,588 | $2,545+41.0% | $4,080-12.1% | $3,470+3.4% |
| Admin fee / account holder | $0 | $3,959-100.0% | $6,913-100.0% | $4,887-100.0% |