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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 | $7,715 | $80,753-90.4% | $136,298-94.3% | $62,293-87.6% |
| Participation rate | 87.4% | 73.5%+13.9pp | 81.9%+5.5pp | 69.5%+17.9pp |
| Annual return | 0.00% | 35.83%-35.8pp | 5156.27%-5156.3pp | 28.90%-28.9pp |
| Employer contribution / active EE | $1,518 | $2,884-47.3% | $4,696-67.7% | $2,042-25.7% |
| Participant deferral / active EE | $5,436 | $5,164+5.3% | $6,247-13.0% | $3,169+71.5% |
| Admin fee / account holder | $192 | $525-63.5% | $9,244-97.9% | $479-60.0% |