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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 | $10,100 | $202,342-95.0% | $172,753-94.2% | $152,909-93.4% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 0.00% | 1029.88%-1029.9pp | 803.00%-803.0pp | 345.46%-345.5pp |
| Employer contribution / active EE | $2,380 | $5,857-59.4% | $5,144-53.7% | $4,764-50.0% |
| Participant deferral / active EE | $4,746 | $5,948-20.2% | $5,198-8.7% | $5,851-18.9% |
| Admin fee / account holder | $137 | $17,112-99.2% | $13,956-99.0% | $11,601-98.8% |