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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 | $10,813 | $160,059-93.2% | $140,019-92.3% | $135,380-92.0% |
| Participation rate | 80.0% | 88.5%-8.5pp | 87.5%-7.5pp | 82.6%-2.6pp |
| Annual return | 0.00% | 911.48%-911.5pp | 651.17%-651.2pp | 519.81%-519.8pp |
| Employer contribution / active EE | $1,497 | $6,420-76.7% | $5,605-73.3% | $4,779-68.7% |
| Participant deferral / active EE | $8,061 | $7,641+5.5% | $6,927+16.4% | $5,609+43.7% |
| Admin fee / account holder | $15 | $13,328-99.9% | $10,705-99.9% | $10,828-99.9% |