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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 | $8,367 | $134,001-93.8% | $112,258-92.5% | $134,509-93.8% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | 0.00% | 47.15%-47.2pp | 27.47%-27.5pp | 418.13%-418.1pp |
| Employer contribution / active EE | $5,529 | $4,039+36.9% | $3,636+52.1% | $4,741+16.6% |
| Participant deferral / active EE | $2,822 | $5,291-46.7% | $4,728-40.3% | $6,400-55.9% |
| Admin fee / account holder | $0 | $7,491-100.0% | $6,411-100.0% | $11,427-100.0% |