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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 | $2,144 | $77,638-97.2% | $156,551-98.6% | $62,881-96.6% |
| Participation rate | 93.3% | 71.2%+22.1pp | 84.0%+9.3pp | 69.3%+24.0pp |
| Annual return | 0.00% | 50.33%-50.3pp | 32.23%-32.2pp | 20.14%-20.1pp |
| Employer contribution / active EE | $1,231 | $3,444-64.3% | $5,501-77.6% | $2,281-46.0% |
| Participant deferral / active EE | $1,284 | $3,046-57.8% | $4,871-73.6% | $3,203-59.9% |
| Admin fee / account holder | $15 | $5,561-99.7% | $13,028-99.9% | $4,296-99.6% |