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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 | $3,380 | $73,019-95.4% | $90,766-96.3% | $68,490-95.1% |
| Participation rate | 100.0% | 70.8%+29.2pp | 75.7%+24.3pp | 67.9%+32.1pp |
| Annual return | 0.00% | -13.81%+13.8pp | -12.16%+12.2pp | -7.85%+7.9pp |
| Employer contribution / active EE | $1,466 | $2,193-33.1% | $2,922-49.8% | $2,597-43.5% |
| Participant deferral / active EE | $1,850 | $3,626-49.0% | $4,565-59.5% | $4,028-54.1% |
| Admin fee / account holder | $149 | $5,897-97.5% | $8,446-98.2% | $5,403-97.2% |