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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 | $8,649 | $212,386-95.9% | $199,883-95.7% | $138,895-93.8% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.8%+13.2pp | 79.9%+20.1pp |
| Annual return | 0.00% | 47.75%-47.7pp | 43.81%-43.8pp | 145.39%-145.4pp |
| Employer contribution / active EE | $4,270 | $6,625-35.5% | $6,261-31.8% | $4,194+1.8% |
| Participant deferral / active EE | $4,270 | $9,617-55.6% | $9,138-53.3% | $6,396-33.2% |
| Admin fee / account holder | $0 | $18,233-100.0% | $17,268-100.0% | $12,562-100.0% |