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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 | $3,180 | $116,203-97.3% | $93,621-96.6% | $152,909-97.9% |
| Participation rate | 95.2% | 78.1%+17.2pp | 75.8%+19.4pp | 82.5%+12.8pp |
| Annual return | 0.00% | 35.96%-36.0pp | 32.76%-32.8pp | 345.46%-345.5pp |
| Employer contribution / active EE | $1,232 | $3,219-61.7% | $2,719-54.7% | $4,764-74.1% |
| Participant deferral / active EE | $2,295 | $4,605-50.2% | $4,070-43.6% | $5,851-60.8% |
| Admin fee / account holder | $76 | $10,751-99.3% | $7,890-99.0% | $11,601-99.3% |