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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 | $14,011 | $165,361-91.5% | $149,715-90.6% | $158,950-91.2% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 0.00% | 348.24%-348.2pp | 276.66%-276.7pp | 302.91%-302.9pp |
| Employer contribution / active EE | $5,428 | $5,103+6.4% | $4,645+16.9% | $4,762+14.0% |
| Participant deferral / active EE | $6,344 | $7,182-11.7% | $6,842-7.3% | $5,983+6.0% |
| Admin fee / account holder | $14 | $10,808-99.9% | $9,310-99.8% | $11,248-99.9% |