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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 | $2,521 | $48,267-94.8% | $68,794-96.3% | $68,495-96.3% |
| Participation rate | 85.7% | 60.7%+25.0pp | 69.0%+16.7pp | 67.9%+17.8pp |
| Annual return | 0.00% | -12.70%+12.7pp | -6.37%+6.4pp | -7.84%+7.8pp |
| Employer contribution / active EE | $1,343 | $1,829-26.6% | $2,656-49.4% | $2,596-48.3% |
| Participant deferral / active EE | $1,371 | $2,867-52.2% | $3,941-65.2% | $4,028-66.0% |
| Admin fee / account holder | $30 | $4,362-99.3% | $4,934-99.4% | $5,403-99.4% |