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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 | $6,254 | $105,960-94.1% | $81,726-92.3% | $158,982-96.1% |
| Participation rate | 85.0% | 75.6%+9.4pp | 72.0%+13.0pp | 82.0%+3.0pp |
| Annual return | 0.00% | 38.19%-38.2pp | 29.49%-29.5pp | 302.99%-303.0pp |
| Employer contribution / active EE | $3,448 | $7,805-55.8% | $4,311-20.0% | $4,763-27.6% |
| Participant deferral / active EE | $2,819 | $13,011-78.3% | $7,108-60.3% | $5,983-52.9% |
| Admin fee / account holder | $0 | $8,494-100.0% | $5,160-100.0% | $11,252-100.0% |