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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 | $6,179 | $102,638-94.0% | $81,982-92.5% | $158,982-96.1% |
| Participation rate | 83.3% | 75.5%+7.8pp | 69.3%+14.1pp | 82.0%+1.4pp |
| Annual return | 0.00% | 61.05%-61.1pp | 41.31%-41.3pp | 302.99%-303.0pp |
| Employer contribution / active EE | $2,007 | $3,241-38.1% | $2,498-19.7% | $4,763-57.9% |
| Participant deferral / active EE | $2,643 | $4,649-43.2% | $3,722-29.0% | $5,983-55.8% |
| Admin fee / account holder | $15 | $8,237-99.8% | $5,665-99.7% | $11,252-99.9% |