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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 | $1,934 | $54,368-96.4% | $117,039-98.3% | $62,293-96.9% |
| Participation rate | 84.0% | 64.9%+19.1pp | 77.2%+6.8pp | 69.5%+14.5pp |
| Annual return | 0.00% | 21.77%-21.8pp | 18.95%-18.9pp | 28.90%-28.9pp |
| Employer contribution / active EE | $637 | $1,692-62.3% | $3,785-83.2% | $2,042-68.8% |
| Participant deferral / active EE | $1,296 | $2,269-42.9% | $3,929-67.0% | $3,169-59.1% |
| Admin fee / account holder | $19 | $493-96.1% | $5,974-99.7% | $479-95.9% |