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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 | $7,607 | $69,012-89.0% | $160,009-95.2% | $68,486-88.9% |
| Participation rate | 95.6% | 65.4%+30.1pp | 78.0%+17.6pp | 67.9%+27.7pp |
| Annual return | 0.00% | -9.65%+9.7pp | 408.85%-408.8pp | -7.85%+7.9pp |
| Employer contribution / active EE | $2,558 | $2,212+15.6% | $4,225-39.5% | $2,597-1.5% |
| Participant deferral / active EE | $4,472 | $4,212+6.2% | $6,183-27.7% | $4,028+11.0% |
| Admin fee / account holder | $188 | $4,798-96.1% | $8,715-97.8% | $5,404-96.5% |