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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 | $3,517 | $99,032-96.4% | $80,022-95.6% | $135,380-97.4% |
| Participation rate | 78.6% | 78.4%+0.2pp | 75.8%+2.7pp | 82.6%-4.1pp |
| Annual return | 0.00% | 15.39%-15.4pp | 11.22%-11.2pp | 519.81%-519.8pp |
| Employer contribution / active EE | $1,339 | $3,043-56.0% | $2,468-45.8% | $4,779-72.0% |
| Participant deferral / active EE | $2,295 | $4,282-46.4% | $3,686-37.7% | $5,609-59.1% |
| Admin fee / account holder | $75 | $10,436-99.3% | $6,521-98.9% | $10,828-99.3% |