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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 | $7,404 | $115,814-93.6% | $101,275-92.7% | $158,982-95.3% |
| Participation rate | 76.9% | 79.4%-2.4pp | 75.8%+1.1pp | 82.0%-5.0pp |
| Annual return | 0.00% | 56.16%-56.2pp | 46.48%-46.5pp | 302.99%-303.0pp |
| Employer contribution / active EE | $2,673 | $4,176-36.0% | $3,660-27.0% | $4,763-43.9% |
| Participant deferral / active EE | $3,462 | $4,958-30.2% | $4,371-20.8% | $5,983-42.1% |
| Admin fee / account holder | $12 | $7,249-99.8% | $5,948-99.8% | $11,252-99.9% |