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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 | $7,973 | $115,911-93.1% | $100,530-92.1% | $158,950-95.0% |
| Participation rate | 75.0% | 81.6%-6.6pp | 79.4%-4.4pp | 82.0%-7.0pp |
| Annual return | 0.00% | 34.80%-34.8pp | 30.89%-30.9pp | 302.91%-302.9pp |
| Employer contribution / active EE | $1,227 | $4,104-70.1% | $3,418-64.1% | $4,762-74.2% |
| Participant deferral / active EE | $4,190 | $6,676-37.2% | $6,271-33.2% | $5,983-30.0% |
| Admin fee / account holder | $0 | $10,999-100.0% | $8,083-100.0% | $11,248-100.0% |