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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 | $19,959 | $197,637-89.9% | $177,848-88.8% | $158,982-87.4% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 0.00% | 58.77%-58.8pp | 48.33%-48.3pp | 302.99%-303.0pp |
| Employer contribution / active EE | $11,345 | $6,698+69.4% | $5,919+91.7% | $4,763+138.2% |
| Participant deferral / active EE | $7,997 | $8,405-4.9% | $7,714+3.7% | $5,983+33.6% |
| Admin fee / account holder | $40 | $15,406-99.7% | $12,431-99.7% | $11,252-99.6% |