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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 | $16,980 | $198,461-91.4% | $170,436-90.0% | $147,585-88.5% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 0.00% | 257.30%-257.3pp | 205.94%-205.9pp | 578.57%-578.6pp |
| Employer contribution / active EE | $4,234 | $6,184-31.5% | $5,433-22.1% | $4,876-13.2% |
| Participant deferral / active EE | $12,234 | $5,629+117.3% | $4,939+147.7% | $5,439+124.9% |
| Admin fee / account holder | $56 | $16,852-99.7% | $13,880-99.6% | $10,885-99.5% |