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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 | $10,514 | $107,944-90.3% | $91,994-88.6% | $152,885-93.1% |
| Participation rate | 75.0% | 81.2%-6.2pp | 78.6%-3.6pp | 82.5%-7.5pp |
| Annual return | 0.00% | 89.26%-89.3pp | 69.03%-69.0pp | 345.39%-345.4pp |
| Employer contribution / active EE | $2,550 | $4,210-39.4% | $3,452-26.1% | $4,763-46.5% |
| Participant deferral / active EE | $6,310 | $6,365-0.9% | $5,923+6.5% | $5,851+7.9% |
| Admin fee / account holder | $143 | $10,521-98.6% | $7,743-98.2% | $11,598-98.8% |