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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 | $13,642 | $190,879-92.9% | $160,009-91.5% | $134,532-89.9% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | 0.00% | 552.63%-552.6pp | 408.85%-408.8pp | 418.27%-418.3pp |
| Employer contribution / active EE | $1,791 | $4,995-64.2% | $4,225-57.6% | $4,741-62.2% |
| Participant deferral / active EE | $19,336 | $6,924+179.3% | $6,183+212.7% | $6,401+202.1% |
| Admin fee / account holder | $53 | $10,495-99.5% | $8,715-99.4% | $11,429-99.5% |