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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 | $7,144 | $150,446-95.3% | $136,297-94.8% | $147,585-95.2% |
| Participation rate | 94.1% | 84.4%+9.7pp | 81.9%+12.2pp | 82.8%+11.3pp |
| Annual return | 0.00% | 1049.14%-1049.1pp | 5156.19%-5156.2pp | 578.58%-578.6pp |
| Employer contribution / active EE | $1,477 | $5,256-71.9% | $4,696-68.5% | $4,876-69.7% |
| Participant deferral / active EE | $4,695 | $6,631-29.2% | $6,247-24.8% | $5,439-13.7% |
| Admin fee / account holder | $0 | $10,906-100.0% | $9,244-100.0% | $10,886-100.0% |