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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 | $1,757 | $52,580-96.7% | $71,671-97.5% | $70,124-97.5% |
| Participation rate | 97.1% | 60.9%+36.3pp | 68.7%+28.4pp | 69.5%+27.6pp |
| Annual return | 0.00% | 20.25%-20.3pp | 20.65%-20.6pp | 73.14%-73.1pp |
| Employer contribution / active EE | $599 | $1,616-62.9% | $2,460-75.7% | $2,342-74.4% |
| Participant deferral / active EE | $922 | $2,386-61.4% | $3,438-73.2% | $3,332-72.3% |
| Admin fee / account holder | $72 | $3,653-98.0% | $5,558-98.7% | $4,645-98.5% |