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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 | $9,384 | $100,792-90.7% | $86,691-89.2% | $134,509-93.0% |
| Participation rate | 100.0% | 78.9%+21.1pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | 0.00% | 29.08%-29.1pp | 35.94%-35.9pp | 418.13%-418.1pp |
| Employer contribution / active EE | $3,842 | $3,491+10.1% | $2,837+35.4% | $4,741-19.0% |
| Participant deferral / active EE | $5,685 | $5,339+6.5% | $4,656+22.1% | $6,400-11.2% |
| Admin fee / account holder | $41 | $10,924-99.6% | $7,492-99.5% | $11,427-99.6% |