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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 | $183,627-94.4% | $155,602-93.4% | $145,978-92.9% |
| Participation rate | 83.3% | 82.7%+0.6pp | 78.2%+5.1pp | 80.3%+3.0pp |
| Annual return | 0.00% | 61.32%-61.3pp | 64.81%-64.8pp | 550.52%-550.5pp |
| Employer contribution / active EE | $3,495 | $5,316-34.3% | $4,675-25.2% | $4,662-25.0% |
| Participant deferral / active EE | $5,128 | $6,466-20.7% | $5,629-8.9% | $6,690-23.3% |
| Admin fee / account holder | $4 | $19,327-100.0% | $15,923-100.0% | $13,400-100.0% |