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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 | $7,451 | $124,346-94.0% | $111,308-93.3% | $167,536-95.6% |
| Participation rate | 82.4% | 79.6%+2.7pp | 77.3%+5.0pp | 82.1%+0.2pp |
| Annual return | 0.00% | 37.45%-37.5pp | 54.67%-54.7pp | 478.82%-478.8pp |
| Employer contribution / active EE | $1,980 | $3,437-42.4% | $2,732-27.5% | $4,839-59.1% |
| Participant deferral / active EE | $3,148 | $5,182-39.2% | $4,487-29.9% | $6,342-50.4% |
| Admin fee / account holder | $216 | $10,621-98.0% | $7,965-97.3% | $12,315-98.2% |