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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 | $14,418 | $183,516-92.1% | $155,534-90.7% | $145,884-90.1% |
| Participation rate | 76.9% | 82.7%-5.8pp | 78.2%-1.3pp | 80.3%-3.4pp |
| Annual return | 0.00% | 61.43%-61.4pp | 64.92%-64.9pp | 551.85%-551.8pp |
| Employer contribution / active EE | $6,874 | $5,315+29.3% | $4,675+47.1% | $4,662+47.4% |
| Participant deferral / active EE | $5,308 | $6,467-17.9% | $5,630-5.7% | $6,690-20.7% |
| Admin fee / account holder | $0 | $19,293-100.0% | $15,900-100.0% | $13,392-100.0% |