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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 | $12,103 | $165,351-92.7% | $149,710-91.9% | $158,931-92.4% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 0.00% | 348.19%-348.2pp | 276.63%-276.6pp | 302.86%-302.9pp |
| Employer contribution / active EE | $2,953 | $5,103-42.1% | $4,645-36.4% | $4,761-38.0% |
| Participant deferral / active EE | $13,666 | $7,181+90.3% | $6,842+99.7% | $5,982+128.4% |
| Admin fee / account holder | $194 | $10,807-98.2% | $9,309-97.9% | $11,247-98.3% |