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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 | $13,932 | $93,617-85.1% | $135,982-89.8% | $75,177-81.5% |
| Participation rate | 96.8% | 75.2%+21.6pp | 81.9%+14.9pp | 67.2%+29.6pp |
| Annual return | 0.00% | 30.89%-30.9pp | 68.32%-68.3pp | 160.75%-160.8pp |
| Employer contribution / active EE | $2,877 | $3,538-18.7% | $4,859-40.8% | $2,671+7.7% |
| Participant deferral / active EE | $8,340 | $6,406+30.2% | $7,760+7.5% | $4,126+102.1% |
| Admin fee / account holder | $50 | $6,980-99.3% | $10,767-99.5% | $5,651-99.1% |