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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 | $2,063 | $45,872-95.5% | $77,096-97.3% | $68,486-97.0% |
| Participation rate | 72.3% | 55.9%+16.4pp | 67.9%+4.4pp | 67.9%+4.4pp |
| Annual return | 0.00% | 1.73%-1.7pp | 42.35%-42.3pp | -7.85%+7.9pp |
| Employer contribution / active EE | $615 | $1,650-62.7% | $2,814-78.2% | $2,597-76.3% |
| Participant deferral / active EE | $1,371 | $2,963-53.7% | $4,429-69.1% | $4,028-66.0% |
| Admin fee / account holder | $31 | $3,041-99.0% | $5,428-99.4% | $5,404-99.4% |