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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 | $4,148 | $124,336-96.7% | $111,303-96.3% | $167,518-97.5% |
| Participation rate | 90.9% | 79.6%+11.3pp | 77.3%+13.6pp | 82.1%+8.8pp |
| Annual return | 0.00% | 37.45%-37.4pp | 54.66%-54.7pp | 478.71%-478.7pp |
| Employer contribution / active EE | $1,372 | $3,436-60.1% | $2,731-49.8% | $4,838-71.6% |
| Participant deferral / active EE | $2,195 | $5,181-57.6% | $4,487-51.1% | $6,342-65.4% |
| Admin fee / account holder | $27 | $10,623-99.7% | $7,966-99.7% | $12,312-99.8% |