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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 | $2,190 | $27,632-92.1% | $61,452-96.4% | $68,486-96.8% |
| Participation rate | 87.5% | 39.5%+48.0pp | 52.6%+34.9pp | 67.9%+19.6pp |
| Annual return | 0.00% | -13.24%+13.2pp | 338.96%-339.0pp | -7.85%+7.9pp |
| Employer contribution / active EE | $544 | $696-21.8% | $1,160-53.1% | $2,597-79.0% |
| Participant deferral / active EE | $1,501 | $1,264+18.8% | $2,125-29.3% | $4,028-62.7% |
| Admin fee / account holder | $1 | $2,010-99.9% | $2,131-99.9% | $5,404-100.0% |