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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 | $14,003 | $103,393-86.5% | $87,103-83.9% | $152,909-90.8% |
| 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 | $3,290 | $3,221+2.2% | $2,521+30.5% | $4,764-30.9% |
| Participant deferral / active EE | $9,908 | $4,778+107.4% | $4,049+144.7% | $5,851+69.3% |
| Admin fee / account holder | $52 | $12,195-99.6% | $7,491-99.3% | $11,601-99.6% |