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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 | $5,008 | $77,817-93.6% | $123,553-95.9% | $64,173-92.2% |
| Participation rate | 81.6% | 74.7%+6.9pp | 82.3%-0.7pp | 69.6%+12.0pp |
| Annual return | 0.00% | 12.49%-12.5pp | 119.21%-119.2pp | 7.63%-7.6pp |
| Employer contribution / active EE | $1,859 | $3,014-38.3% | $4,628-59.8% | $2,381-21.9% |
| Participant deferral / active EE | $3,457 | $5,240-34.0% | $6,426-46.2% | $3,470-0.4% |
| Admin fee / account holder | $14 | $5,519-99.7% | $9,284-99.8% | $4,887-99.7% |