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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 | $9,862 | $115,810-91.5% | $101,271-90.3% | $158,966-93.8% |
| Participation rate | 90.0% | 79.4%+10.6pp | 75.8%+14.2pp | 82.0%+8.0pp |
| Annual return | 0.00% | 56.15%-56.2pp | 46.48%-46.5pp | 302.95%-302.9pp |
| Employer contribution / active EE | $1,084 | $4,175-74.0% | $3,660-70.4% | $4,762-77.2% |
| Participant deferral / active EE | $6,854 | $4,958+38.2% | $4,371+56.8% | $5,983+14.6% |
| Admin fee / account holder | $21 | $7,248-99.7% | $5,948-99.6% | $11,250-99.8% |