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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 | $10,986 | $98,776-88.9% | $149,745-92.7% | $79,856-86.2% |
| Participation rate | 71.4% | 75.8%-4.4pp | 82.5%-11.1pp | 69.6%+1.8pp |
| Annual return | 0.00% | 27.38%-27.4pp | 276.72%-276.7pp | 31.71%-31.7pp |
| Employer contribution / active EE | $2,082 | $3,217-35.3% | $4,646-55.2% | $2,471-15.7% |
| Participant deferral / active EE | $4,099 | $5,681-27.8% | $6,843-40.1% | $3,741+9.6% |
| Admin fee / account holder | $156 | $6,053-97.4% | $9,312-98.3% | $5,306-97.1% |