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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 | $3,713 | $64,729-94.3% | $112,263-96.7% | $68,490-94.6% |
| Participation rate | 75.6% | 67.2%+8.4pp | 75.1%+0.5pp | 67.9%+7.7pp |
| Annual return | 0.00% | -11.40%+11.4pp | 27.49%-27.5pp | -7.85%+7.9pp |
| Employer contribution / active EE | $1,264 | $2,746-54.0% | $3,636-65.3% | $2,597-51.3% |
| Participant deferral / active EE | $1,754 | $3,566-50.8% | $4,729-62.9% | $4,028-56.4% |
| Admin fee / account holder | $1 | $5,222-100.0% | $6,410-100.0% | $5,403-100.0% |