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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 | $5,597 | $115,810-95.2% | $101,271-94.5% | $158,966-96.5% |
| Participation rate | 81.8% | 79.4%+2.5pp | 75.8%+6.0pp | 82.0%-0.1pp |
| Annual return | 0.00% | 56.15%-56.2pp | 46.48%-46.5pp | 302.95%-302.9pp |
| Employer contribution / active EE | $1,383 | $4,175-66.9% | $3,660-62.2% | $4,762-71.0% |
| Participant deferral / active EE | $3,062 | $4,958-38.2% | $4,371-29.9% | $5,983-48.8% |
| Admin fee / account holder | $91 | $7,248-98.7% | $5,948-98.5% | $11,250-99.2% |