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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 | $10,312 | $183,516-94.4% | $155,534-93.4% | $145,884-92.9% |
| Participation rate | 83.3% | 82.7%+0.6pp | 78.2%+5.1pp | 80.3%+3.0pp |
| Annual return | 0.00% | 61.43%-61.4pp | 64.92%-64.9pp | 551.85%-551.8pp |
| Employer contribution / active EE | $3,495 | $5,315-34.2% | $4,675-25.2% | $4,662-25.0% |
| Participant deferral / active EE | $5,128 | $6,467-20.7% | $5,630-8.9% | $6,690-23.3% |
| Admin fee / account holder | $4 | $19,293-100.0% | $15,900-100.0% | $13,392-100.0% |