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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 | $13,986 | $162,821-91.4% | $133,978-89.6% | $158,982-91.2% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 0.00% | 41.95%-41.9pp | 45.10%-45.1pp | 302.99%-303.0pp |
| Employer contribution / active EE | $8,141 | $4,976+63.6% | $3,919+107.7% | $4,763+70.9% |
| Participant deferral / active EE | $4,790 | $5,910-19.0% | $5,047-5.1% | $5,983-20.0% |
| Admin fee / account holder | $6 | $11,742-99.9% | $8,930-99.9% | $11,252-99.9% |