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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 | $10,122 | $49,177-79.4% | $79,467-87.3% | $64,173-84.2% |
| Participation rate | 96.2% | 65.0%+31.2pp | 73.3%+22.9pp | 69.6%+26.7pp |
| Annual return | 0.87% | -1.16%+2.0pp | 718.30%-717.4pp | 7.63%-6.8pp |
| Employer contribution / active EE | $472 | $2,076-77.3% | $2,800-83.2% | $2,381-80.2% |
| Participant deferral / active EE | $0 | $2,821-100.0% | $3,704-100.0% | $3,470-100.0% |
| Admin fee / account holder | $252 | $3,839-93.4% | $5,104-95.1% | $4,887-94.8% |