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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 | $2,601 | $65,367-96.0% | $92,915-97.2% | $72,976-96.4% |
| Participation rate | 97.7% | 68.3%+29.4pp | 76.0%+21.7pp | 69.5%+28.2pp |
| Annual return | 0.00% | 42.11%-42.1pp | 109.45%-109.4pp | 81.02%-81.0pp |
| Employer contribution / active EE | $1,485 | $2,594-42.8% | $3,653-59.4% | $2,440-39.2% |
| Participant deferral / active EE | $1,861 | $3,128-40.5% | $4,238-56.1% | $3,608-48.4% |
| Admin fee / account holder | $7 | $4,251-99.8% | $5,796-99.9% | $5,124-99.9% |