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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 | $12,571 | $138,102-90.9% | $125,381-90.0% | $134,532-90.7% |
| Participation rate | 80.0% | 84.5%-4.5pp | 82.4%-2.4pp | 81.2%-1.2pp |
| Annual return | 0.00% | 750.73%-750.7pp | 572.31%-572.3pp | 418.27%-418.3pp |
| Employer contribution / active EE | $2,978 | $5,245-43.2% | $4,815-38.2% | $4,741-37.2% |
| Participant deferral / active EE | $8,540 | $7,801+9.5% | $7,448+14.7% | $6,401+33.4% |
| Admin fee / account holder | $172 | $11,568-98.5% | $10,007-98.3% | $11,429-98.5% |