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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 | $7,812 | $217,432-96.4% | $185,851-95.8% | $167,553-95.3% |
| Participation rate | 71.4% | 86.1%-14.6pp | 81.7%-10.3pp | 82.1%-10.7pp |
| Annual return | 0.00% | 148.43%-148.4pp | 122.11%-122.1pp | 478.89%-478.9pp |
| Employer contribution / active EE | $2,765 | $5,874-52.9% | $5,168-46.5% | $4,840-42.9% |
| Participant deferral / active EE | $4,987 | $6,357-21.6% | $5,569-10.4% | $6,343-21.4% |
| Admin fee / account holder | $23 | $19,820-99.9% | $16,245-99.9% | $12,316-99.8% |