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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 | $15,660 | $162,785-90.4% | $133,959-88.3% | $158,950-90.1% |
| Participation rate | 88.9% | 83.2%+5.7pp | 79.8%+9.0pp | 82.0%+6.9pp |
| Annual return | 0.00% | 41.94%-41.9pp | 45.09%-45.1pp | 302.91%-302.9pp |
| Employer contribution / active EE | $7,517 | $4,975+51.1% | $3,919+91.8% | $4,762+57.8% |
| Participant deferral / active EE | $10,076 | $5,910+70.5% | $5,047+99.6% | $5,983+68.4% |
| Admin fee / account holder | $0 | $11,738-100.0% | $8,928-100.0% | $11,248-100.0% |