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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 | $9,087 | $202,326-95.5% | $172,745-94.7% | $152,870-94.1% |
| Participation rate | 81.3% | 87.1%-5.8pp | 82.6%-1.4pp | 82.4%-1.2pp |
| Annual return | 0.00% | 1029.72%-1029.7pp | 802.90%-802.9pp | 345.34%-345.3pp |
| Employer contribution / active EE | $1,501 | $5,858-74.4% | $5,144-70.8% | $4,763-68.5% |
| Participant deferral / active EE | $5,195 | $5,948-12.7% | $5,1970% | $5,850-11.2% |
| Admin fee / account holder | $12 | $17,110-99.9% | $13,954-99.9% | $11,597-99.9% |