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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 | $11,024 | $209,847-94.7% | $189,520-94.2% | $167,518-93.4% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 0.00% | 748.45%-748.4pp | 555.25%-555.2pp | 478.71%-478.7pp |
| Employer contribution / active EE | $2,511 | $6,913-63.7% | $6,161-59.2% | $4,838-48.1% |
| Participant deferral / active EE | $8,060 | $8,934-9.8% | $8,220-1.9% | $6,342+27.1% |
| Admin fee / account holder | $81 | $14,295-99.4% | $12,046-99.3% | $12,312-99.3% |