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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 | $6,737 | $48,050-86.0% | $85,969-92.2% | $59,632-88.7% |
| Participation rate | 71.9% | 64.5%+7.4pp | 76.5%-4.7pp | 68.7%+3.2pp |
| Annual return | 0.00% | 0.29%-0.3pp | 9.32%-9.3pp | 2041.32%-2041.3pp |
| Employer contribution / active EE | $602 | $1,640-63.3% | $3,474-82.7% | $2,203-72.7% |
| Participant deferral / active EE | $2,091 | $2,249-7.0% | $3,829-45.4% | $3,192-34.5% |
| Admin fee / account holder | $42 | $3,206-98.7% | $6,053-99.3% | $4,297-99.0% |