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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 | $9,241 | $56,894-83.8% | $84,753-89.1% | $62,881-85.3% |
| Participation rate | 80.5% | 68.5%+11.9pp | 76.6%+3.9pp | 69.3%+11.2pp |
| Annual return | 0.00% | 6.30%-6.3pp | 22.78%-22.8pp | 20.14%-20.1pp |
| Employer contribution / active EE | $6,220 | $2,400+159.2% | $3,574+74.0% | $2,281+172.7% |
| Participant deferral / active EE | $1,214 | $2,709-55.2% | $3,712-67.3% | $3,203-62.1% |
| Admin fee / account holder | $1 | $3,581-100.0% | $5,333-100.0% | $4,296-100.0% |