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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 | $11,962 | $103,393-88.4% | $87,103-86.3% | $152,909-92.2% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.9%+23.1pp | 82.5%+17.5pp |
| Annual return | 0.00% | 28.10%-28.1pp | 28.19%-28.2pp | 345.46%-345.5pp |
| Employer contribution / active EE | $3,454 | $3,221+7.2% | $2,521+37.0% | $4,764-27.5% |
| Participant deferral / active EE | $7,687 | $4,778+60.9% | $4,049+89.9% | $5,851+31.4% |
| Admin fee / account holder | $57 | $12,195-99.5% | $7,491-99.2% | $11,601-99.5% |