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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 | $14,660 | $138,102-89.4% | $125,381-88.3% | $134,532-89.1% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | 0.00% | 750.73%-750.7pp | 572.31%-572.3pp | 418.27%-418.3pp |
| Employer contribution / active EE | $7,657 | $5,245+46.0% | $4,815+59.0% | $4,741+61.5% |
| Participant deferral / active EE | $8,081 | $7,801+3.6% | $7,448+8.5% | $6,401+26.2% |
| Admin fee / account holder | $0 | $11,568-100.0% | $10,007-100.0% | $11,429-100.0% |