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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 | $5,310 | $129,959-95.9% | $104,301-94.9% | $134,509-96.1% |
| Participation rate | 92.3% | 79.5%+12.8pp | 73.3%+19.0pp | 81.2%+11.1pp |
| Annual return | 0.00% | 42.04%-42.0pp | 24.61%-24.6pp | 418.13%-418.1pp |
| Employer contribution / active EE | $1,921 | $4,185-54.1% | $3,373-43.0% | $4,741-59.5% |
| Participant deferral / active EE | $3,692 | $5,589-34.0% | $4,626-20.2% | $6,400-42.3% |
| Admin fee / account holder | $282 | $9,325-97.0% | $7,340-96.2% | $11,427-97.5% |