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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 | $7,282 | $183,627-96.0% | $155,602-95.3% | $145,978-95.0% |
| Participation rate | 93.8% | 82.7%+11.1pp | 78.2%+15.5pp | 80.3%+13.5pp |
| Annual return | 0.00% | 61.32%-61.3pp | 64.81%-64.8pp | 550.52%-550.5pp |
| Employer contribution / active EE | $1,505 | $5,316-71.7% | $4,675-67.8% | $4,662-67.7% |
| Participant deferral / active EE | $4,791 | $6,466-25.9% | $5,629-14.9% | $6,690-28.4% |
| Admin fee / account holder | $30 | $19,327-99.8% | $15,923-99.8% | $13,400-99.8% |