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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 | $7,575 | $115,917-93.5% | $100,535-92.5% | $158,982-95.2% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 0.00% | 34.80%-34.8pp | 30.90%-30.9pp | 302.99%-303.0pp |
| Employer contribution / active EE | $1,675 | $4,105-59.2% | $3,419-51.0% | $4,763-64.8% |
| Participant deferral / active EE | $4,822 | $6,677-27.8% | $6,271-23.1% | $5,983-19.4% |
| Admin fee / account holder | $50 | $11,002-99.5% | $8,085-99.4% | $11,252-99.6% |