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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 | $21,743 | $118,695-81.7% | $98,916-78.0% | $158,950-86.3% |
| Participation rate | 100.0% | 77.8%+22.2pp | 76.0%+24.0pp | 82.0%+18.0pp |
| Annual return | 0.00% | 372.39%-372.4pp | 196.45%-196.4pp | 302.91%-302.9pp |
| Employer contribution / active EE | $4,908 | $3,333+47.2% | $2,689+82.5% | $4,762+3.1% |
| Participant deferral / active EE | $7,718 | $5,088+51.7% | $4,245+81.8% | $5,983+29.0% |
| Admin fee / account holder | $3 | $10,132-100.0% | $6,642-100.0% | $11,248-100.0% |