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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 | $4,172 | $37,446-88.9% | $77,552-94.6% | $79,856-94.8% |
| Participation rate | 100.0% | 41.5%+58.5pp | 54.2%+45.8pp | 69.6%+30.4pp |
| Annual return | 0.00% | 39.76%-39.8pp | 54.82%-54.8pp | 31.71%-31.7pp |
| Employer contribution / active EE | $734 | $637+15.2% | $987-25.6% | $2,471-70.3% |
| Participant deferral / active EE | $1,086 | $1,261-13.9% | $1,861-41.7% | $3,741-71.0% |
| Admin fee / account holder | $17 | $2,506-99.3% | $2,859-99.4% | $5,306-99.7% |