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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 | $2,594 | $58,493-95.6% | $84,023-96.9% | $72,976-96.4% |
| Participation rate | 92.0% | 61.2%+30.8pp | 69.0%+23.0pp | 69.5%+22.5pp |
| Annual return | 0.00% | 28.93%-28.9pp | 71.32%-71.3pp | 81.02%-81.0pp |
| Employer contribution / active EE | $629 | $1,163-45.9% | $1,984-68.3% | $2,440-74.2% |
| Participant deferral / active EE | $1,656 | $2,394-30.8% | $3,239-48.9% | $3,608-54.1% |
| Admin fee / account holder | $12 | $4,569-99.7% | $6,102-99.8% | $5,124-99.8% |