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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 | $4,170 | $92,743-95.5% | $82,744-95.0% | $134,532-96.9% |
| Participation rate | 90.0% | 75.2%+14.8pp | 72.6%+17.4pp | 81.2%+8.8pp |
| Annual return | 0.00% | 946.63%-946.6pp | 702.22%-702.2pp | 418.27%-418.3pp |
| Employer contribution / active EE | $1,210 | $3,273-63.0% | $3,008-59.8% | $4,741-74.5% |
| Participant deferral / active EE | $3,039 | $4,802-36.7% | $4,395-30.8% | $6,401-52.5% |
| Admin fee / account holder | $2 | $5,977-100.0% | $5,325-100.0% | $11,429-100.0% |