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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 | $8,337 | $176,071-95.3% | $159,450-94.8% | $167,497-95.0% |
| Participation rate | 87.5% | 84.9%+2.6pp | 82.8%+4.7pp | 82.1%+5.4pp |
| Annual return | 0.00% | 331.79%-331.8pp | 263.60%-263.6pp | 478.62%-478.6pp |
| Employer contribution / active EE | $2,381 | $5,298-55.1% | $4,830-50.7% | $4,838-50.8% |
| Participant deferral / active EE | $4,361 | $7,750-43.7% | $7,352-40.7% | $6,341-31.2% |
| Admin fee / account holder | $134 | $12,555-98.9% | $10,800-98.8% | $12,310-98.9% |