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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 | $3,738 | $116,203-96.8% | $93,621-96.0% | $152,909-97.6% |
| Participation rate | 90.9% | 78.1%+12.9pp | 75.8%+15.1pp | 82.5%+8.5pp |
| Annual return | 0.00% | 35.96%-36.0pp | 32.76%-32.8pp | 345.46%-345.5pp |
| Employer contribution / active EE | $777 | $3,219-75.9% | $2,719-71.4% | $4,764-83.7% |
| Participant deferral / active EE | $2,387 | $4,605-48.2% | $4,070-41.3% | $5,851-59.2% |
| Admin fee / account holder | $6 | $10,751-99.9% | $7,890-99.9% | $11,601-99.9% |