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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 | $11,228 | $70,486-84.1% | $100,528-88.8% | $79,852-85.9% |
| Participation rate | 100.0% | 73.6%+26.4pp | 79.4%+20.6pp | 69.6%+30.4pp |
| Annual return | 0.00% | 21.90%-21.9pp | 30.90%-30.9pp | 31.72%-31.7pp |
| Employer contribution / active EE | $2,804 | $2,165+29.6% | $3,419-18.0% | $2,471+13.5% |
| Participant deferral / active EE | $4,113 | $5,182-20.6% | $6,271-34.4% | $3,740+9.9% |
| Admin fee / account holder | $52 | $4,480-98.8% | $8,084-99.4% | $5,306-99.0% |