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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 | $4,419 | $73,863-94.0% | $143,797-96.9% | $68,490-93.5% |
| Participation rate | 97.0% | 66.7%+30.3pp | 80.3%+16.7pp | 67.9%+29.1pp |
| Annual return | 0.00% | 0.91%-0.9pp | -0.04%0pp | -7.85%+7.9pp |
| Employer contribution / active EE | $1,748 | $3,185-45.1% | $4,952-64.7% | $2,597-32.7% |
| Participant deferral / active EE | $3,565 | $3,385+5.3% | $5,638-36.8% | $4,028-11.5% |
| Admin fee / account holder | $33 | $5,756-99.4% | $14,679-99.8% | $5,403-99.4% |