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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 | $4,991 | $98,766-94.9% | $149,730-96.7% | $79,852-93.8% |
| Participation rate | 88.5% | 75.8%+12.7pp | 82.5%+6.0pp | 69.6%+18.8pp |
| Annual return | 0.00% | 27.43%-27.4pp | 276.70%-276.7pp | 31.72%-31.7pp |
| Employer contribution / active EE | $1,607 | $3,217-50.0% | $4,645-65.4% | $2,471-35.0% |
| Participant deferral / active EE | $2,848 | $5,681-49.9% | $6,843-58.4% | $3,740-23.8% |
| Admin fee / account holder | $136 | $6,052-97.7% | $9,310-98.5% | $5,306-97.4% |