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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 | $1,639 | $46,697-96.5% | $117,533-98.6% | $68,486-97.6% |
| Participation rate | 93.8% | 56.8%+37.1pp | 70.6%+23.2pp | 67.9%+26.0pp |
| Annual return | 0.00% | -14.52%+14.5pp | 29.77%-29.8pp | -7.85%+7.9pp |
| Employer contribution / active EE | $1,538 | $1,506+2.2% | $4,179-63.2% | $2,597-40.8% |
| Participant deferral / active EE | $0 | $2,637-100.0% | $4,072-100.0% | $4,028-100.0% |
| Admin fee / account holder | $0 | $4,023-100.0% | $5,647-100.0% | $5,404-100.0% |