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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 | $9,575 | $127,387-92.5% | $115,038-91.7% | $125,389-92.4% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | 0.00% | 31.28%-31.3pp | 26.14%-26.1pp | 282.24%-282.2pp |
| Employer contribution / active EE | $6,354 | $5,166+23.0% | $4,608+37.9% | $4,866+30.6% |
| Participant deferral / active EE | $3,401 | $6,423-47.0% | $6,026-43.6% | $5,352-36.4% |
| Admin fee / account holder | $0 | $9,516-100.0% | $8,175-100.0% | $9,541-100.0% |