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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 | $9,520 | $180,462-94.7% | $154,111-93.8% | $135,379-93.0% |
| Participation rate | 85.7% | 87.4%-1.7pp | 83.0%+2.7pp | 82.6%+3.1pp |
| Annual return | 0.00% | 888.17%-888.2pp | 735.18%-735.2pp | 519.79%-519.8pp |
| Employer contribution / active EE | $6,175 | $6,036+2.3% | $5,298+16.6% | $4,779+29.2% |
| Participant deferral / active EE | $2,972 | $5,806-48.8% | $5,081-41.5% | $5,609-47.0% |
| Admin fee / account holder | $145 | $16,145-99.1% | $13,411-98.9% | $10,828-98.7% |