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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 | $11,258 | $148,582-92.4% | $135,942-91.7% | $139,456-91.9% |
| Participation rate | 88.9% | 83.9%+5.0pp | 81.9%+7.0pp | 80.3%+8.6pp |
| Annual return | 0.00% | 79.26%-79.3pp | 68.28%-68.3pp | 373.45%-373.4pp |
| Employer contribution / active EE | $3,471 | $5,245-33.8% | $4,858-28.5% | $4,753-27.0% |
| Participant deferral / active EE | $6,858 | $8,101-15.3% | $7,759-11.6% | $6,711+2.2% |
| Admin fee / account holder | $17 | $12,402-99.9% | $10,764-99.8% | $11,407-99.9% |