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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 | $14,772 | $65,453-77.4% | $86,698-83.0% | $66,938-77.9% |
| Participation rate | 93.9% | 75.5%+18.4pp | 76.6%+17.3pp | 69.8%+24.0pp |
| Annual return | 0.00% | -10.89%+10.9pp | 35.95%-35.9pp | 1.58%-1.6pp |
| Employer contribution / active EE | $4,196 | $2,154+94.8% | $2,837+47.9% | $2,545+64.9% |
| Participant deferral / active EE | $7,079 | $4,102+72.6% | $4,656+52.0% | $4,238+67.0% |
| Admin fee / account holder | $108 | $642-83.1% | $7,493-98.6% | $594-81.8% |