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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 | $7,467 | $110,212-93.2% | $96,534-92.3% | $139,466-94.6% |
| Participation rate | 92.3% | 78.1%+14.2pp | 76.0%+16.3pp | 80.3%+12.0pp |
| Annual return | 0.00% | 26.42%-26.4pp | 25.88%-25.9pp | 373.66%-373.7pp |
| Employer contribution / active EE | $1,764 | $3,620-51.3% | $2,965-40.5% | $4,754-62.9% |
| Participant deferral / active EE | $3,799 | $5,547-31.5% | $4,851-21.7% | $6,712-43.4% |
| Admin fee / account holder | $52 | $11,599-99.6% | $8,253-99.4% | $11,409-99.5% |