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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 | $7,108 | $209,422-96.6% | $178,503-96.0% | $158,982-95.5% |
| Participation rate | 92.9% | 86.4%+6.5pp | 81.9%+10.9pp | 82.0%+10.9pp |
| Annual return | 0.00% | 188.81%-188.8pp | 151.12%-151.1pp | 302.99%-303.0pp |
| Employer contribution / active EE | $4,465 | $5,707-21.8% | $5,011-10.9% | $4,763-6.2% |
| Participant deferral / active EE | $2,875 | $5,955-51.7% | $5,202-44.7% | $5,983-51.9% |
| Admin fee / account holder | $23 | $17,079-99.9% | $13,987-99.8% | $11,252-99.8% |