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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 | $20,429 | $180,028-88.7% | $138,135-85.2% | $158,950-87.1% |
| Participation rate | 83.3% | 82.2%+1.1pp | 78.7%+4.6pp | 82.0%+1.4pp |
| Annual return | 0.00% | 21.68%-21.7pp | 20.51%-20.5pp | 302.91%-302.9pp |
| Employer contribution / active EE | $8,341 | $7,470+11.7% | $5,587+49.3% | $4,762+75.2% |
| Participant deferral / active EE | $8,667 | $7,717+12.3% | $6,431+34.8% | $5,983+44.9% |
| Admin fee / account holder | $6 | $17,912-100.0% | $11,856-99.9% | $11,248-99.9% |