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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 | $8,073 | $98,766-91.8% | $149,730-94.6% | $79,852-89.9% |
| Participation rate | 92.9% | 75.8%+17.1pp | 82.5%+10.4pp | 69.6%+23.2pp |
| Annual return | 0.00% | 27.43%-27.4pp | 276.70%-276.7pp | 31.72%-31.7pp |
| Employer contribution / active EE | $2,748 | $3,217-14.6% | $4,645-40.8% | $2,471+11.2% |
| Participant deferral / active EE | $4,611 | $5,681-18.8% | $6,843-32.6% | $3,740+23.3% |
| Admin fee / account holder | $153 | $6,052-97.5% | $9,310-98.4% | $5,306-97.1% |