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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 | $6,438 | $48,337-86.7% | $67,560-90.5% | $80,959-92.0% |
| Participation rate | 100.0% | 66.4%+33.6pp | 72.9%+27.1pp | 67.7%+32.3pp |
| Annual return | 17.56% | 18.26%-0.7pp | 3533.50%-3515.9pp | 35.67%-18.1pp |
| Employer contribution / active EE | $1,918 | $2,023-5.2% | $2,737-29.9% | $2,757-30.4% |
| Participant deferral / active EE | $2,229 | $2,928-23.9% | $4,004-44.3% | $4,300-48.2% |
| Admin fee / account holder | $52 | $3,695-98.6% | $3,994-98.7% | $6,925-99.2% |