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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 | $7,416 | $181,062-95.9% | $158,223-95.3% | $155,188-95.2% |
| Participation rate | 100.0% | 82.7%+17.3pp | 79.2%+20.8pp | 80.8%+19.2pp |
| Annual return | 0.00% | 57.39%-57.4pp | 52.09%-52.1pp | 148.84%-148.8pp |
| Employer contribution / active EE | $2,003 | $4,565-56.1% | $4,109-51.3% | $4,248-52.9% |
| Participant deferral / active EE | $5,982 | $6,134-2.5% | $5,467+9.4% | $6,531-8.4% |
| Admin fee / account holder | $0 | $18,825-100.0% | $16,047-100.0% | $14,480-100.0% |