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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 | $5,866 | $48,267-87.8% | $68,808-91.5% | $68,486-91.4% |
| Participation rate | 100.0% | 60.7%+39.3pp | 69.0%+31.0pp | 67.9%+32.1pp |
| Annual return | 0.00% | -12.70%+12.7pp | -6.37%+6.4pp | -7.85%+7.9pp |
| Employer contribution / active EE | $1,775 | $1,829-3.0% | $2,656-33.2% | $2,597-31.7% |
| Participant deferral / active EE | $4,328 | $2,867+51.0% | $3,942+9.8% | $4,028+7.5% |
| Admin fee / account holder | $56 | $4,362-98.7% | $4,936-98.9% | $5,404-99.0% |