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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 | $2,645 | $116,360-97.7% | $65,566-96.0% | $139,466-98.1% |
| Participation rate | 77.8% | 67.8%+10.0pp | 64.9%+12.8pp | 80.3%-2.6pp |
| Annual return | 0.00% | 31.23%-31.2pp | 47.40%-47.4pp | 373.66%-373.7pp |
| Employer contribution / active EE | $1,154 | $2,600-55.6% | $1,692-31.8% | $4,754-75.7% |
| Participant deferral / active EE | $2,621 | $4,242-38.2% | $2,832-7.4% | $6,712-60.9% |
| Admin fee / account holder | $296 | $6,701-95.6% | $4,114-92.8% | $11,409-97.4% |