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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 | $14,371 | $112,112-87.2% | $95,956-85.0% | $158,950-91.0% |
| Participation rate | 81.8% | 79.0%+2.8pp | 77.1%+4.7pp | 82.0%-0.1pp |
| Annual return | 0.00% | 171.15%-171.1pp | 91.63%-91.6pp | 302.91%-302.9pp |
| Employer contribution / active EE | $6,660 | $3,199+108.2% | $2,541+162.1% | $4,762+39.9% |
| Participant deferral / active EE | $4,688 | $4,784-2.0% | $4,167+12.5% | $5,983-21.6% |
| Admin fee / account holder | $0 | $10,134-100.0% | $6,797-100.0% | $11,248-100.0% |