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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 | $3,792 | $98,776-96.2% | $149,745-97.5% | $79,856-95.3% |
| Participation rate | 95.0% | 75.8%+19.2pp | 82.5%+12.5pp | 69.6%+25.4pp |
| Annual return | 0.00% | 27.38%-27.4pp | 276.72%-276.7pp | 31.71%-31.7pp |
| Employer contribution / active EE | $1,039 | $3,217-67.7% | $4,646-77.6% | $2,471-58.0% |
| Participant deferral / active EE | $2,400 | $5,681-57.8% | $6,843-64.9% | $3,741-35.8% |
| Admin fee / account holder | $86 | $6,053-98.6% | $9,312-99.1% | $5,306-98.4% |