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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 | $3,564 | $69,274-94.9% | $64,097-94.4% | $139,487-97.4% |
| Participation rate | 83.3% | 75.6%+7.7pp | 72.3%+11.0pp | 80.3%+3.0pp |
| Annual return | 0.00% | 46.00%-46.0pp | 33.75%-33.7pp | 373.84%-373.8pp |
| Employer contribution / active EE | $1,520 | $3,187-52.3% | $2,750-44.7% | $4,755-68.0% |
| Participant deferral / active EE | $2,304 | $4,685-50.8% | $3,881-40.6% | $6,713-65.7% |
| Admin fee / account holder | $4 | $4,247-99.9% | $3,070-99.9% | $11,407-100.0% |