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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 | $7,574 | $49,236-84.6% | $70,455-89.3% | $79,860-90.5% |
| Participation rate | 94.1% | 69.2%+24.9pp | 75.1%+19.1pp | 69.6%+24.5pp |
| Annual return | 0.00% | 30.07%-30.1pp | 109.06%-109.1pp | 31.72%-31.7pp |
| Employer contribution / active EE | $2,109 | $2,100+0.4% | $2,737-22.9% | $2,471-14.6% |
| Participant deferral / active EE | $4,896 | $2,769+76.8% | $3,709+32.0% | $3,740+30.9% |
| Admin fee / account holder | $0 | $2,877-100.0% | $3,845-100.0% | $5,306-100.0% |