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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 | $761 | $190,843-99.6% | $159,981-99.5% | $134,493-99.4% |
| Participation rate | 82.4% | 81.9%+0.4pp | 78.0%+4.4pp | 81.2%+1.1pp |
| Annual return | 0.00% | 552.37%-552.4pp | 408.70%-408.7pp | 418.01%-418.0pp |
| Employer contribution / active EE | $757 | $4,993-84.8% | $4,224-82.1% | $4,740-84.0% |
| Participant deferral / active EE | $0 | $6,923-100.0% | $6,182-100.0% | $6,400-100.0% |
| Admin fee / account holder | $1 | $10,475-100.0% | $8,700-100.0% | $11,425-100.0% |