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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 | $10,627 | $82,674-87.1% | $125,381-91.5% | $68,486-84.5% |
| Participation rate | 92.0% | 75.1%+16.9pp | 82.4%+9.6pp | 67.9%+24.1pp |
| Annual return | 0.00% | -5.97%+6.0pp | 572.31%-572.3pp | -7.85%+7.9pp |
| Employer contribution / active EE | $2,343 | $3,382-30.7% | $4,815-51.3% | $2,597-9.8% |
| Participant deferral / active EE | $8,325 | $6,111+36.2% | $7,448+11.8% | $4,028+106.7% |
| Admin fee / account holder | $0 | $6,277-100.0% | $10,007-100.0% | $5,404-100.0% |