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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 | $6,741 | $202,463-96.7% | $169,397-96.0% | $139,487-95.2% |
| Participation rate | 81.3% | 81.1%+0.1pp | 77.2%+4.1pp | 80.3%+0.9pp |
| Annual return | 0.00% | 532.64%-532.6pp | 406.23%-406.2pp | 373.84%-373.8pp |
| Employer contribution / active EE | $1,531 | $4,694-67.4% | $4,013-61.8% | $4,755-67.8% |
| Participant deferral / active EE | $1,826 | $6,941-73.7% | $6,223-70.7% | $6,713-72.8% |
| Admin fee / account holder | $32 | $10,726-99.7% | $9,017-99.6% | $11,407-99.7% |