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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 | $5,556 | $101,763-94.5% | $164,866-96.6% | $80,874-93.1% |
| Participation rate | 98.2% | 71.8%+26.4pp | 78.6%+19.6pp | 67.6%+30.5pp |
| Annual return | 0.00% | 16.73%-16.7pp | 69.97%-70.0pp | 35.62%-35.6pp |
| Employer contribution / active EE | $1,308 | $2,954-55.7% | $4,343-69.9% | $2,756-52.5% |
| Participant deferral / active EE | $0 | $4,477-100.0% | $6,033-100.0% | $4,297-100.0% |
| Admin fee / account holder | $88 | $8,228-98.9% | $12,689-99.3% | $6,935-98.7% |