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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 | $9,413 | $85,171-88.9% | $172,753-94.6% | $72,976-87.1% |
| Participation rate | 97.4% | 70.1%+27.4pp | 82.6%+14.8pp | 69.5%+27.9pp |
| Annual return | 0.00% | 27.32%-27.3pp | 803.00%-803.0pp | 81.02%-81.0pp |
| Employer contribution / active EE | $2,185 | $3,324-34.3% | $5,144-57.5% | $2,440-10.5% |
| Participant deferral / active EE | $5,664 | $3,260+73.7% | $5,198+9.0% | $3,608+57.0% |
| Admin fee / account holder | $0 | $5,880-100.0% | $13,956-100.0% | $5,124-100.0% |