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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 | $26,310 | $202,345-87.0% | $172,755-84.8% | $152,885-82.8% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 0.00% | 1029.77%-1029.8pp | 802.94%-802.9pp | 345.39%-345.4pp |
| Employer contribution / active EE | $4,555 | $5,858-22.2% | $5,144-11.5% | $4,763-4.4% |
| Participant deferral / active EE | $3,412 | $5,948-42.6% | $5,198-34.4% | $5,851-41.7% |
| Admin fee / account holder | $0 | $17,111-100.0% | $13,955-100.0% | $11,598-100.0% |