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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 | $18,828 | $171,867-89.0% | $149,721-87.4% | $147,586-87.2% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 0.00% | 2113.36%-2113.4pp | 1501.67%-1501.7pp | 578.59%-578.6pp |
| Employer contribution / active EE | $2,477 | $6,275-60.5% | $5,444-54.5% | $4,876-49.2% |
| Participant deferral / active EE | $14,750 | $7,270+102.9% | $6,568+124.6% | $5,439+171.2% |
| Admin fee / account holder | $13 | $13,799-99.9% | $11,282-99.9% | $10,886-99.9% |