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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 | $23,373 | $78,707-70.3% | $117,861-80.2% | $70,126-66.7% |
| Participation rate | 89.1% | 73.2%+15.9pp | 79.7%+9.4pp | 69.5%+19.6pp |
| Annual return | 0.00% | 23.30%-23.3pp | 335.11%-335.1pp | 73.15%-73.1pp |
| Employer contribution / active EE | $4,154 | $2,223+86.8% | $3,786+9.7% | $2,343+77.3% |
| Participant deferral / active EE | $9,158 | $3,297+177.8% | $4,482+104.3% | $3,332+174.9% |
| Admin fee / account holder | $0 | $5,066-100.0% | $8,021-100.0% | $4,645-100.0% |