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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 | $5,064 | $78,428-93.5% | $95,960-94.7% | $79,852-93.7% |
| Participation rate | 72.4% | 73.5%-1.1pp | 77.1%-4.7pp | 69.6%+2.8pp |
| Annual return | 0.00% | 19.37%-19.4pp | 91.63%-91.6pp | 31.72%-31.7pp |
| Employer contribution / active EE | $978 | $1,945-49.7% | $2,541-61.5% | $2,471-60.4% |
| Participant deferral / active EE | $1,609 | $3,440-53.2% | $4,167-61.4% | $3,740-57.0% |
| Admin fee / account holder | $4 | $5,622-99.9% | $6,797-99.9% | $5,306-99.9% |