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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 | $4,677 | $58,828-92.0% | $78,002-94.0% | $62,881-92.6% |
| Participation rate | 96.5% | 71.1%+25.4pp | 75.5%+21.0pp | 69.3%+27.2pp |
| Annual return | 0.00% | 17.16%-17.2pp | 425.99%-426.0pp | 20.14%-20.1pp |
| Employer contribution / active EE | $1,666 | $1,672-0.3% | $2,470-32.6% | $2,281-27.0% |
| Participant deferral / active EE | $3,499 | $2,686+30.3% | $3,497+0.1% | $3,203+9.3% |
| Admin fee / account holder | $14 | $4,393-99.7% | $5,481-99.7% | $4,296-99.7% |