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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 | $2,764 | $103,949-97.3% | $69,182-96.0% | $273,972-99.0% |
| Participation rate | 100.0% | 67.4%+32.6pp | 55.1%+44.9pp | 83.0%+17.0pp |
| Annual return | 0.00% | 35.28%-35.3pp | -21.93%+21.9pp | 41.46%-41.5pp |
| Employer contribution / active EE | $366 | $1,783-79.5% | $1,206-69.7% | $4,869-92.5% |
| Participant deferral / active EE | $2,523 | $2,716-7.1% | $1,897+33.0% | $5,287-52.3% |
| Admin fee / account holder | $47 | $3,671-98.7% | $2,697-98.3% | $10,133-99.5% |