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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 | $5,385 | $64,307-91.6% | $57,347-90.6% | $125,393-95.7% |
| Participation rate | 90.0% | 78.6%+11.4pp | 75.1%+14.9pp | 83.2%+6.8pp |
| Annual return | 1.14% | 25.14%-24.0pp | 24.40%-23.3pp | 282.23%-281.1pp |
| Employer contribution / active EE | $1,640 | $3,193-48.6% | $2,689-39.0% | $4,866-66.3% |
| Participant deferral / active EE | $0 | $3,847-100.0% | $3,162-100.0% | $5,351-100.0% |
| Admin fee / account holder | $24 | $5,242-99.5% | $3,356-99.3% | $9,541-99.7% |