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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 | $5,395 | $190,879-97.2% | $160,009-96.6% | $134,532-96.0% |
| Participation rate | 77.8% | 82.0%-4.2pp | 78.0%-0.2pp | 81.2%-3.5pp |
| Annual return | 0.00% | 552.63%-552.6pp | 408.85%-408.8pp | 418.27%-418.3pp |
| Employer contribution / active EE | $2,548 | $4,995-49.0% | $4,225-39.7% | $4,741-46.3% |
| Participant deferral / active EE | $2,906 | $6,924-58.0% | $6,183-53.0% | $6,401-54.6% |
| Admin fee / account holder | $2 | $10,495-100.0% | $8,715-100.0% | $11,429-100.0% |