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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 | $6,241 | $109,344-94.3% | $89,400-93.0% | $158,950-96.1% |
| Participation rate | 83.3% | 74.3%+9.1pp | 68.0%+15.4pp | 82.0%+1.4pp |
| Annual return | 0.00% | 345.73%-345.7pp | 245.64%-245.6pp | 302.91%-302.9pp |
| Employer contribution / active EE | $1,715 | $3,170-45.9% | $2,586-33.7% | $4,762-64.0% |
| Participant deferral / active EE | $3,307 | $4,599-28.1% | $3,890-15.0% | $5,983-44.7% |
| Admin fee / account holder | $22 | $6,154-99.6% | $4,882-99.6% | $11,248-99.8% |