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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 | $9,463 | $65,367-85.5% | $92,915-89.8% | $72,976-87.0% |
| Participation rate | 88.5% | 68.3%+20.2pp | 76.0%+12.5pp | 69.5%+19.0pp |
| Annual return | 0.00% | 42.11%-42.1pp | 109.45%-109.4pp | 81.02%-81.0pp |
| Employer contribution / active EE | $1,291 | $2,594-50.2% | $3,653-64.7% | $2,440-47.1% |
| Participant deferral / active EE | $3,310 | $3,128+5.8% | $4,238-21.9% | $3,608-8.3% |
| Admin fee / account holder | $43 | $4,251-99.0% | $5,796-99.3% | $5,124-99.2% |