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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 | $8,604 | $198,457-95.7% | $170,435-95.0% | $147,586-94.2% |
| 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 | 578.59%-578.6pp |
| Employer contribution / active EE | $7,032 | $6,183+13.7% | $5,432+29.4% | $4,876+44.2% |
| Participant deferral / active EE | $3,895 | $5,629-30.8% | $4,939-21.1% | $5,439-28.4% |
| Admin fee / account holder | $83 | $16,852-99.5% | $13,881-99.4% | $10,886-99.2% |