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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 | $10,264 | $105,856-90.3% | $90,161-88.6% | $147,585-93.0% |
| Participation rate | 80.0% | 79.7%+0.3pp | 76.9%+3.1pp | 82.8%-2.8pp |
| Annual return | 0.00% | 37.63%-37.6pp | 34.89%-34.9pp | 578.58%-578.6pp |
| Employer contribution / active EE | $2,094 | $4,126-49.3% | $3,318-36.9% | $4,876-57.1% |
| Participant deferral / active EE | $6,982 | $5,733+21.8% | $5,287+32.1% | $5,439+28.4% |
| Admin fee / account holder | $34 | $8,046-99.6% | $5,943-99.4% | $10,886-99.7% |