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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 | $5,900 | $45,152-86.9% | $73,836-92.0% | $59,633-90.1% |
| Participation rate | 93.5% | 64.0%+29.5pp | 73.4%+20.1pp | 68.7%+24.9pp |
| Annual return | 0.00% | 27.40%-27.4pp | 2268.06%-2268.1pp | 2041.45%-2041.5pp |
| Employer contribution / active EE | $1,178 | $1,901-38.1% | $2,787-57.8% | $2,203-46.5% |
| Participant deferral / active EE | $4,251 | $2,573+65.2% | $3,583+18.7% | $3,192+33.2% |
| Admin fee / account holder | $0 | $3,515-100.0% | $4,882-100.0% | $4,297-100.0% |