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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 | $11,600 | $217,392-94.7% | $185,818-93.8% | $167,497-93.1% |
| Participation rate | 71.4% | 86.0%-14.6pp | 81.7%-10.3pp | 82.1%-10.7pp |
| Annual return | 0.00% | 148.37%-148.4pp | 122.06%-122.1pp | 478.62%-478.6pp |
| Employer contribution / active EE | $3,904 | $5,873-33.5% | $5,168-24.4% | $4,838-19.3% |
| Participant deferral / active EE | $6,005 | $6,357-5.5% | $5,568+7.8% | $6,341-5.3% |
| Admin fee / account holder | $67 | $19,813-99.7% | $16,239-99.6% | $12,310-99.5% |