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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 | $4,941 | $95,917-94.8% | $79,583-93.8% | $134,545-96.3% |
| Participation rate | 83.3% | 75.0%+8.3pp | 69.5%+13.8pp | 81.2%+2.1pp |
| Annual return | 0.00% | -2.70%+2.7pp | 0.16%-0.2pp | 418.37%-418.4pp |
| Employer contribution / active EE | $1,355 | $3,129-56.7% | $2,414-43.9% | $4,742-71.4% |
| Participant deferral / active EE | $2,932 | $4,694-37.5% | $3,986-26.4% | $6,401-54.2% |
| Admin fee / account holder | $97 | $9,132-98.9% | $6,835-98.6% | $11,431-99.2% |