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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 | $10,950 | $160,070-93.2% | $147,117-92.6% | $145,897-92.5% |
| Participation rate | 87.5% | 84.0%+3.5pp | 82.2%+5.3pp | 80.3%+7.2pp |
| Annual return | 0.00% | 98.69%-98.7pp | 420.54%-420.5pp | 552.29%-552.3pp |
| Employer contribution / active EE | $1,156 | $5,285-78.1% | $4,932-76.6% | $4,663-75.2% |
| Participant deferral / active EE | $4,093 | $8,419-51.4% | $8,065-49.2% | $6,689-38.8% |
| Admin fee / account holder | $103 | $15,035-99.3% | $12,993-99.2% | $13,390-99.2% |