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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 | $9,241 | $115,911-92.0% | $100,530-90.8% | $158,950-94.2% |
| Participation rate | 88.9% | 81.6%+7.3pp | 79.4%+9.5pp | 82.0%+6.9pp |
| Annual return | 0.00% | 34.80%-34.8pp | 30.89%-30.9pp | 302.91%-302.9pp |
| Employer contribution / active EE | $2,889 | $4,104-29.6% | $3,418-15.5% | $4,762-39.3% |
| Participant deferral / active EE | $4,425 | $6,676-33.7% | $6,271-29.4% | $5,983-26.0% |
| Admin fee / account holder | $32 | $10,999-99.7% | $8,083-99.6% | $11,248-99.7% |