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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 | $12,997 | $135,645-90.4% | $110,243-88.2% | $135,379-90.4% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | 0.00% | 513.24%-513.2pp | 314.76%-314.8pp | 519.79%-519.8pp |
| Employer contribution / active EE | $7,018 | $4,907+43.0% | $3,827+83.4% | $4,779+46.9% |
| Participant deferral / active EE | $6,167 | $5,507+12.0% | $4,672+32.0% | $5,609+9.9% |
| Admin fee / account holder | $0 | $11,458-100.0% | $8,548-100.0% | $10,828-100.0% |