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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 | $23,961 | $217,432-89.0% | $185,849-87.1% | $167,536-85.7% |
| Participation rate | 85.7% | 86.1%-0.3pp | 81.7%+4.0pp | 82.1%+3.6pp |
| Annual return | 0.00% | 148.42%-148.4pp | 122.10%-122.1pp | 478.82%-478.8pp |
| Employer contribution / active EE | $1,349 | $5,875-77.0% | $5,169-73.9% | $4,839-72.1% |
| Participant deferral / active EE | $6,635 | $6,357+4.4% | $5,569+19.1% | $6,342+4.6% |
| Admin fee / account holder | $99 | $19,818-99.5% | $16,244-99.4% | $12,315-99.2% |