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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 | $8,864 | $107,353-91.7% | $92,903-90.5% | $152,885-94.2% |
| Participation rate | 86.4% | 79.8%+6.6pp | 76.0%+10.4pp | 82.5%+3.9pp |
| Annual return | 0.00% | 145.62%-145.6pp | 109.43%-109.4pp | 345.39%-345.4pp |
| Employer contribution / active EE | $2,170 | $4,222-48.6% | $3,653-40.6% | $4,763-54.4% |
| Participant deferral / active EE | $5,030 | $4,848+3.8% | $4,238+18.7% | $5,851-14.0% |
| Admin fee / account holder | $113 | $7,081-98.4% | $5,795-98.1% | $11,598-99.0% |