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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 | $3,518 | $65,041-94.6% | $90,965-96.1% | $79,858-95.6% |
| Participation rate | 79.3% | 61.6%+17.7pp | 69.0%+10.3pp | 69.6%+9.7pp |
| Annual return | 0.00% | 30.45%-30.5pp | 134.57%-134.6pp | 31.72%-31.7pp |
| Employer contribution / active EE | $832 | $1,247-33.3% | $2,122-60.8% | $2,471-66.3% |
| Participant deferral / active EE | $1,417 | $2,512-43.6% | $3,373-58.0% | $3,740-62.1% |
| Admin fee / account holder | $27 | $4,536-99.4% | $5,960-99.5% | $5,306-99.5% |