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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 | $611 | $69,977-99.1% | $108,582-99.4% | $62,881-99.0% |
| Participation rate | 72.1% | 72.9%-0.8pp | 79.6%-7.5pp | 69.3%+2.8pp |
| Annual return | 5.92% | 10.73%-4.8pp | -51.70%+57.6pp | 20.14%-14.2pp |
| Employer contribution / active EE | $0 | $2,135-100.0% | $3,758-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $0 | $3,165-100.0% | $4,311-100.0% | $3,203-100.0% |
| Admin fee / account holder | $8 | $5,076-99.8% | $7,645-99.9% | $4,296-99.8% |