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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 | $2,875 | $32,037-91.0% | $69,182-95.8% | $62,881-95.4% |
| Participation rate | 71.0% | 43.4%+27.5pp | 55.1%+15.9pp | 69.3%+1.7pp |
| Annual return | 0.00% | 15.16%-15.2pp | -21.93%+21.9pp | 20.14%-20.1pp |
| Employer contribution / active EE | $572 | $679-15.7% | $1,206-52.6% | $2,281-74.9% |
| Participant deferral / active EE | $1,437 | $1,185+21.2% | $1,897-24.3% | $3,203-55.1% |
| Admin fee / account holder | $4 | $2,608-99.8% | $2,697-99.8% | $4,296-99.9% |