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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 | $7,696 | $185,883-95.9% | $170,043-95.5% | $139,466-94.5% |
| Participation rate | 80.0% | 87.8%-7.8pp | 87.0%-7.0pp | 80.3%-0.3pp |
| Annual return | 0.00% | 60.54%-60.5pp | 53.40%-53.4pp | 373.66%-373.7pp |
| Employer contribution / active EE | $3,333 | $7,596-56.1% | $6,790-50.9% | $4,754-29.9% |
| Participant deferral / active EE | $3,664 | $11,626-68.5% | $10,410-64.8% | $6,712-45.4% |
| Admin fee / account holder | $10 | $15,393-99.9% | $12,824-99.9% | $11,409-99.9% |