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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 | $6,002 | $50,947-88.2% | $74,551-91.9% | $64,173-90.6% |
| Participation rate | 100.0% | 61.1%+38.9pp | 69.1%+30.9pp | 69.6%+30.4pp |
| Annual return | 0.00% | -1.85%+1.9pp | 32.53%-32.5pp | 7.63%-7.6pp |
| Employer contribution / active EE | $4,882 | $1,115+337.7% | $1,961+148.9% | $2,381+105.0% |
| Participant deferral / active EE | $1,979 | $2,302-14.0% | $3,108-36.3% | $3,470-43.0% |
| Admin fee / account holder | $6 | $4,221-99.9% | $5,059-99.9% | $4,887-99.9% |