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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 | $18,908 | $176,105-89.3% | $159,474-88.1% | $167,536-88.7% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 0.00% | 331.91%-331.9pp | 263.68%-263.7pp | 478.82%-478.8pp |
| Employer contribution / active EE | $13,416 | $5,299+153.2% | $4,831+177.7% | $4,839+177.2% |
| Participant deferral / active EE | $5,134 | $7,751-33.8% | $7,353-30.2% | $6,342-19.1% |
| Admin fee / account holder | $10 | $12,559-99.9% | $10,802-99.9% | $12,315-99.9% |