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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 | $4,302 | $197,819-97.8% | $155,789-97.2% | $125,388-96.6% |
| Participation rate | 100.0% | 82.1%+17.9pp | 76.1%+23.9pp | 83.2%+16.8pp |
| Annual return | 0.00% | 86.73%-86.7pp | 71.54%-71.5pp | 282.24%-282.2pp |
| Employer contribution / active EE | $3,894 | $4,850-19.7% | $3,839+1.4% | $4,866-20.0% |
| Participant deferral / active EE | $1,165 | $5,631-79.3% | $4,798-75.7% | $5,352-78.2% |
| Admin fee / account holder | $266 | $9,544-97.2% | $7,477-96.4% | $9,541-97.2% |