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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 | $3,261 | $53,162-93.9% | $91,225-96.4% | $68,495-95.2% |
| Participation rate | 85.2% | 63.2%+22.0pp | 73.2%+12.0pp | 67.9%+17.3pp |
| Annual return | 0.00% | -3.14%+3.1pp | 114.10%-114.1pp | -7.84%+7.8pp |
| Employer contribution / active EE | $1,281 | $1,709-25.1% | $2,851-55.1% | $2,596-50.7% |
| Participant deferral / active EE | $1,506 | $2,974-49.4% | $4,234-64.4% | $4,028-62.6% |
| Admin fee / account holder | $4 | $4,493-99.9% | $5,422-99.9% | $5,403-99.9% |