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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 | $6,868 | $152,597-95.5% | $117,533-94.2% | $134,532-94.9% |
| Participation rate | 75.0% | 77.1%-2.1pp | 70.6%+4.4pp | 81.2%-6.2pp |
| Annual return | 0.00% | 53.04%-53.0pp | 29.77%-29.8pp | 418.27%-418.3pp |
| Employer contribution / active EE | $1,050 | $5,576-81.2% | $4,179-74.9% | $4,741-77.8% |
| Participant deferral / active EE | $4,113 | $4,821-14.7% | $4,072+1.0% | $6,401-35.7% |
| Admin fee / account holder | $6 | $7,007-99.9% | $5,647-99.9% | $11,429-99.9% |