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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 | $1,926 | $50,947-96.2% | $74,549-97.4% | $64,173-97.0% |
| Participation rate | 98.0% | 61.1%+37.0pp | 69.1%+28.9pp | 69.6%+28.5pp |
| Annual return | 2.43% | -1.85%+4.3pp | 32.53%-30.1pp | 7.63%-5.2pp |
| Employer contribution / active EE | $235 | $1,115-78.9% | $1,961-88.0% | $2,381-90.1% |
| Participant deferral / active EE | $0 | $2,302-100.0% | $3,108-100.0% | $3,470-100.0% |
| Admin fee / account holder | $80 | $4,221-98.1% | $5,059-98.4% | $4,887-98.4% |