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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 | $3,271 | $115,814-97.2% | $101,275-96.8% | $158,982-97.9% |
| Participation rate | 80.0% | 79.4%+0.6pp | 75.8%+4.2pp | 82.0%-2.0pp |
| Annual return | 0.00% | 56.16%-56.2pp | 46.48%-46.5pp | 302.99%-303.0pp |
| Employer contribution / active EE | $825 | $4,176-80.2% | $3,660-77.5% | $4,763-82.7% |
| Participant deferral / active EE | $1,385 | $4,958-72.1% | $4,371-68.3% | $5,983-76.9% |
| Admin fee / account holder | $9 | $7,249-99.9% | $5,948-99.8% | $11,252-99.9% |