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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 | $6,664 | $46,877-85.8% | $122,354-94.6% | $70,126-90.5% |
| Participation rate | 100.0% | 58.2%+41.8pp | 71.6%+28.4pp | 69.5%+30.5pp |
| Annual return | 0.00% | 24.22%-24.2pp | 30.28%-30.3pp | 73.15%-73.1pp |
| Employer contribution / active EE | $1,128 | $1,288-12.5% | $4,051-72.2% | $2,343-51.9% |
| Participant deferral / active EE | $1,278 | $2,167-41.0% | $3,287-61.1% | $3,332-61.6% |
| Admin fee / account holder | $121 | $3,324-96.4% | $5,479-97.8% | $4,645-97.4% |