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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 | $5,237 | $71,873-92.7% | $86,698-94.0% | $68,490-92.4% |
| Participation rate | 80.6% | 72.2%+8.3pp | 76.6%+4.0pp | 67.9%+12.7pp |
| Annual return | 0.00% | 3.54%-3.5pp | 35.96%-36.0pp | -7.85%+7.9pp |
| Employer contribution / active EE | $964 | $2,173-55.7% | $2,837-66.0% | $2,597-62.9% |
| Participant deferral / active EE | $1,943 | $3,779-48.6% | $4,656-58.3% | $4,028-51.8% |
| Admin fee / account holder | $143 | $6,110-97.7% | $7,492-98.1% | $5,403-97.4% |