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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 | $11,999 | $157,276-92.4% | $141,177-91.5% | $152,885-92.2% |
| Participation rate | 80.0% | 84.8%-4.8pp | 82.5%-2.5pp | 82.5%-2.5pp |
| Annual return | 0.00% | 64.33%-64.3pp | 71.40%-71.4pp | 345.39%-345.4pp |
| Employer contribution / active EE | $1,316 | $5,262-75.0% | $4,736-72.2% | $4,763-72.4% |
| Participant deferral / active EE | $7,930 | $7,110+11.5% | $6,710+18.2% | $5,851+35.5% |
| Admin fee / account holder | $13 | $12,123-99.9% | $10,263-99.9% | $11,598-99.9% |