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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 | $12,308 | $50,947-75.8% | $74,551-83.5% | $64,173-80.8% |
| Participation rate | 100.0% | 61.1%+38.9pp | 69.1%+30.9pp | 69.6%+30.4pp |
| Annual return | 1.18% | -1.85%+3.0pp | 32.53%-31.4pp | 7.63%-6.5pp |
| Employer contribution / active EE | $943 | $1,115-15.4% | $1,961-51.9% | $2,381-60.4% |
| Participant deferral / active EE | $0 | $2,302-100.0% | $3,108-100.0% | $3,470-100.0% |
| Admin fee / account holder | $174 | $4,221-95.9% | $5,059-96.6% | $4,887-96.4% |