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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 | $6,806 | $152,619-95.5% | $125,195-94.6% | $152,909-95.5% |
| Participation rate | 77.8% | 83.3%-5.6pp | 79.8%-2.0pp | 82.5%-4.7pp |
| Annual return | 0.00% | 54.85%-54.8pp | 43.79%-43.8pp | 345.46%-345.5pp |
| Employer contribution / active EE | $1,390 | $4,947-71.9% | $3,866-64.0% | $4,764-70.8% |
| Participant deferral / active EE | $3,708 | $5,869-36.8% | $4,937-24.9% | $5,851-36.6% |
| Admin fee / account holder | $184 | $13,437-98.6% | $9,704-98.1% | $11,601-98.4% |