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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 | $6,735 | $85,766-92.1% | $136,297-95.1% | $70,124-90.4% |
| Participation rate | 96.8% | 74.2%+22.7pp | 81.9%+14.9pp | 69.5%+27.3pp |
| Annual return | 0.00% | 31.45%-31.5pp | 5156.19%-5156.2pp | 73.14%-73.1pp |
| Employer contribution / active EE | $2,588 | $2,966-12.8% | $4,696-44.9% | $2,342+10.5% |
| Participant deferral / active EE | $2,894 | $5,051-42.7% | $6,247-53.7% | $3,332-13.1% |
| Admin fee / account holder | $199 | $5,420-96.3% | $9,244-97.8% | $4,645-95.7% |