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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 | $4,167 | $106,247-96.1% | $96,515-95.7% | $139,466-97.0% |
| Participation rate | 83.3% | 77.8%+5.5pp | 74.3%+9.0pp | 80.3%+3.0pp |
| Annual return | 0.00% | 38.47%-38.5pp | 35.73%-35.7pp | 373.66%-373.7pp |
| Employer contribution / active EE | $1,594 | $4,106-61.2% | $3,740-57.4% | $4,754-66.5% |
| Participant deferral / active EE | $2,290 | $5,456-58.0% | $4,880-53.1% | $6,712-65.9% |
| Admin fee / account holder | $2 | $7,885-100.0% | $6,735-100.0% | $11,409-100.0% |