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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 | $6,352 | $65,367-90.3% | $92,915-93.2% | $72,976-91.3% |
| Participation rate | 74.4% | 68.3%+6.0pp | 76.0%-1.6pp | 69.5%+4.9pp |
| Annual return | 0.00% | 42.11%-42.1pp | 109.45%-109.4pp | 81.02%-81.0pp |
| Employer contribution / active EE | $1,949 | $2,594-24.9% | $3,653-46.6% | $2,440-20.1% |
| Participant deferral / active EE | $4,020 | $3,128+28.5% | $4,238-5.1% | $3,608+11.4% |
| Admin fee / account holder | $110 | $4,251-97.4% | $5,796-98.1% | $5,124-97.8% |