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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 | $21,423 | $157,296-86.4% | $141,191-84.8% | $152,897-86.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 0.00% | 64.34%-64.3pp | 71.41%-71.4pp | 345.43%-345.4pp |
| Employer contribution / active EE | $1,261 | $5,262-76.0% | $4,736-73.4% | $4,764-73.5% |
| Participant deferral / active EE | $3,849 | $7,111-45.9% | $6,710-42.6% | $5,851-34.2% |
| Admin fee / account holder | $151 | $12,125-98.8% | $10,264-98.5% | $11,599-98.7% |