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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 | $11,925 | $57,352-79.2% | $83,831-85.8% | $64,173-81.4% |
| Participation rate | 89.7% | 68.6%+21.1pp | 76.1%+13.6pp | 69.6%+20.2pp |
| Annual return | 0.00% | 11.38%-11.4pp | 850.99%-851.0pp | 7.63%-7.6pp |
| Employer contribution / active EE | $2,383 | $2,546-6.4% | $3,631-34.4% | $2,381+0.1% |
| Participant deferral / active EE | $4,351 | $2,993+45.4% | $4,082+6.6% | $3,470+25.4% |
| Admin fee / account holder | $178 | $4,046-95.6% | $5,479-96.8% | $4,887-96.4% |