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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 | $731 | $37,446-98.0% | $77,513-99.1% | $79,852-99.1% |
| Participation rate | 97.2% | 41.5%+55.7pp | 54.2%+43.0pp | 69.6%+27.6pp |
| Annual return | 0.00% | 39.76%-39.8pp | 54.81%-54.8pp | 31.72%-31.7pp |
| Employer contribution / active EE | $391 | $637-38.6% | $987-60.3% | $2,471-84.2% |
| Participant deferral / active EE | $391 | $1,261-69.0% | $1,861-79.0% | $3,740-89.5% |
| Admin fee / account holder | $37 | $2,506-98.5% | $2,859-98.7% | $5,306-99.3% |