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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 | $8,449 | $133,981-93.7% | $112,249-92.5% | $134,532-93.7% |
| Participation rate | 85.7% | 78.6%+7.2pp | 75.1%+10.7pp | 81.2%+4.5pp |
| Annual return | 0.00% | 47.16%-47.2pp | 27.48%-27.5pp | 418.27%-418.3pp |
| Employer contribution / active EE | $1,419 | $4,040-64.9% | $3,636-61.0% | $4,741-70.1% |
| Participant deferral / active EE | $1,902 | $5,292-64.1% | $4,729-59.8% | $6,401-70.3% |
| Admin fee / account holder | $234 | $7,492-96.9% | $6,412-96.4% | $11,429-98.0% |