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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 | $7,309 | $75,962-90.4% | $154,111-95.3% | $64,173-88.6% |
| Participation rate | 89.5% | 70.4%+19.1pp | 83.0%+6.4pp | 69.6%+19.9pp |
| Annual return | -7.97% | 30.32%-38.3pp | 735.18%-743.2pp | 7.63%-15.6pp |
| Employer contribution / active EE | $1,575 | $3,350-53.0% | $5,298-70.3% | $2,381-33.8% |
| Participant deferral / active EE | $1,189 | $3,175-62.6% | $5,081-76.6% | $3,470-65.7% |
| Admin fee / account holder | $90 | $5,589-98.4% | $13,411-99.3% | $4,887-98.2% |