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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 | $17,797 | $185,883-90.4% | $170,043-89.5% | $139,466-87.2% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 0.00% | 60.54%-60.5pp | 53.40%-53.4pp | 373.66%-373.7pp |
| Employer contribution / active EE | $11,917 | $7,596+56.9% | $6,790+75.5% | $4,754+150.7% |
| Participant deferral / active EE | $4,587 | $11,626-60.5% | $10,410-55.9% | $6,712-31.7% |
| Admin fee / account holder | $128 | $15,393-99.2% | $12,824-99.0% | $11,409-98.9% |