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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 | $10,514 | $56,110-81.3% | $94,993-88.9% | $70,126-85.0% |
| Participation rate | 93.3% | 65.0%+28.3pp | 73.9%+19.4pp | 69.5%+23.8pp |
| Annual return | 0.00% | 51.02%-51.0pp | 27.14%-27.1pp | 73.15%-73.1pp |
| Employer contribution / active EE | $802 | $1,442-44.4% | $2,603-69.2% | $2,343-65.8% |
| Participant deferral / active EE | $1,028 | $2,391-57.0% | $3,317-69.0% | $3,332-69.1% |
| Admin fee / account holder | $96 | $3,456-97.2% | $4,960-98.1% | $4,645-97.9% |