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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 | $4,162 | $71,872-94.2% | $86,691-95.2% | $68,495-93.9% |
| Participation rate | 88.2% | 72.2%+16.0pp | 76.6%+11.6pp | 67.9%+20.3pp |
| Annual return | 0.00% | 3.53%-3.5pp | 35.94%-35.9pp | -7.84%+7.8pp |
| Employer contribution / active EE | $1,714 | $2,173-21.1% | $2,837-39.6% | $2,596-34.0% |
| Participant deferral / active EE | $2,218 | $3,779-41.3% | $4,656-52.4% | $4,028-44.9% |
| Admin fee / account holder | $111 | $6,112-98.2% | $7,492-98.5% | $5,403-97.9% |