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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 | $4,173 | $52,279-92.0% | $89,435-95.3% | $79,856-94.8% |
| Participation rate | 88.0% | 57.5%+30.5pp | 68.0%+20.0pp | 69.6%+18.4pp |
| Annual return | 0.00% | 22.16%-22.2pp | 245.55%-245.6pp | 31.71%-31.7pp |
| Employer contribution / active EE | $819 | $1,572-47.9% | $2,587-68.3% | $2,471-66.9% |
| Participant deferral / active EE | $4,337 | $2,740+58.3% | $3,890+11.5% | $3,741+15.9% |
| Admin fee / account holder | $6 | $3,356-99.8% | $4,884-99.9% | $5,306-99.9% |