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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 | $7,002 | $124,330-94.4% | $109,173-93.6% | $167,536-95.8% |
| Participation rate | 92.3% | 79.5%+12.9pp | 75.9%+16.4pp | 82.1%+10.2pp |
| Annual return | 0.00% | 26.04%-26.0pp | 25.75%-25.8pp | 478.82%-478.8pp |
| Employer contribution / active EE | $1,744 | $4,209-58.6% | $3,723-53.2% | $4,839-64.0% |
| Participant deferral / active EE | $3,883 | $5,256-26.1% | $4,654-16.6% | $6,342-38.8% |
| Admin fee / account holder | $18 | $7,974-99.8% | $6,755-99.7% | $12,315-99.9% |