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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 | $16,910 | $162,812-89.6% | $133,971-87.4% | $158,966-89.4% |
| Participation rate | 93.3% | 83.2%+10.1pp | 79.8%+13.5pp | 82.0%+11.4pp |
| Annual return | 0.00% | 41.94%-41.9pp | 45.09%-45.1pp | 302.95%-302.9pp |
| Employer contribution / active EE | $6,205 | $4,976+24.7% | $3,919+58.3% | $4,762+30.3% |
| Participant deferral / active EE | $2,392 | $5,910-59.5% | $5,047-52.6% | $5,983-60.0% |
| Admin fee / account holder | $24 | $11,741-99.8% | $8,929-99.7% | $11,250-99.8% |