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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 | $9,407 | $165,399-94.3% | $149,745-93.7% | $158,982-94.1% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 0.00% | 348.34%-348.3pp | 276.72%-276.7pp | 302.99%-303.0pp |
| Employer contribution / active EE | $1,098 | $5,105-78.5% | $4,646-76.4% | $4,763-77.0% |
| Participant deferral / active EE | $7,596 | $7,183+5.7% | $6,843+11.0% | $5,983+26.9% |
| Admin fee / account holder | $24 | $10,811-99.8% | $9,312-99.7% | $11,252-99.8% |