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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 | $3,812 | $96,508-96.1% | $75,901-95.0% | $152,897-97.5% |
| Participation rate | 90.9% | 76.2%+14.7pp | 69.3%+21.6pp | 82.5%+8.5pp |
| Annual return | 0.00% | 33.99%-34.0pp | 30.76%-30.8pp | 345.43%-345.4pp |
| Employer contribution / active EE | $1,237 | $3,310-62.6% | $2,501-50.5% | $4,764-74.0% |
| Participant deferral / active EE | $2,212 | $4,554-51.4% | $3,603-38.6% | $5,851-62.2% |
| Admin fee / account holder | $5 | $8,081-99.9% | $5,420-99.9% | $11,599-100.0% |