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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 | $4,917 | $202,342-97.6% | $172,752-97.2% | $152,897-96.8% |
| Participation rate | 92.3% | 87.1%+5.3pp | 82.6%+9.7pp | 82.5%+9.9pp |
| Annual return | 0.00% | 1029.83%-1029.8pp | 802.97%-803.0pp | 345.43%-345.4pp |
| Employer contribution / active EE | $1,718 | $5,858-70.7% | $5,144-66.6% | $4,764-63.9% |
| Participant deferral / active EE | $2,475 | $5,948-58.4% | $5,198-52.4% | $5,851-57.7% |
| Admin fee / account holder | $21 | $17,111-99.9% | $13,955-99.9% | $11,599-99.8% |