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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 | $15,519 | $198,462-92.2% | $170,439-90.9% | $147,585-89.5% |
| Participation rate | 85.7% | 88.0%-2.3pp | 83.6%+2.1pp | 82.8%+2.9pp |
| Annual return | 0.00% | 257.30%-257.3pp | 205.94%-205.9pp | 578.58%-578.6pp |
| Employer contribution / active EE | $1,697 | $6,184-72.6% | $5,433-68.8% | $4,876-65.2% |
| Participant deferral / active EE | $5,755 | $5,629+2.2% | $4,939+16.5% | $5,439+5.8% |
| Admin fee / account holder | $0 | $16,852-100.0% | $13,881-100.0% | $10,886-100.0% |