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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 | $16,245 | $162,821-90.0% | $133,978-87.9% | $158,982-89.8% |
| Participation rate | 85.7% | 83.2%+2.5pp | 79.8%+5.9pp | 82.0%+3.7pp |
| Annual return | 0.00% | 41.95%-41.9pp | 45.10%-45.1pp | 302.99%-303.0pp |
| Employer contribution / active EE | $2,155 | $4,976-56.7% | $3,919-45.0% | $4,763-54.7% |
| Participant deferral / active EE | $10,511 | $5,910+77.8% | $5,047+108.3% | $5,983+75.7% |
| Admin fee / account holder | $108 | $11,742-99.1% | $8,930-98.8% | $11,252-99.0% |