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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 | $8,087 | $93,589-91.4% | $135,942-94.1% | $75,181-89.2% |
| Participation rate | 91.7% | 75.2%+16.5pp | 81.9%+9.8pp | 67.2%+24.5pp |
| Annual return | 0.00% | 30.90%-30.9pp | 68.28%-68.3pp | 160.69%-160.7pp |
| Employer contribution / active EE | $2,879 | $3,537-18.6% | $4,858-40.7% | $2,671+7.8% |
| Participant deferral / active EE | $3,855 | $6,405-39.8% | $7,759-50.3% | $4,126-6.6% |
| Admin fee / account holder | $199 | $6,977-97.1% | $10,764-98.1% | $5,650-96.5% |