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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 | $12,206 | $138,114-91.2% | $125,391-90.3% | $134,545-90.9% |
| Participation rate | 93.8% | 84.5%+9.3pp | 82.4%+11.4pp | 81.2%+12.5pp |
| Annual return | 0.00% | 750.88%-750.9pp | 572.41%-572.4pp | 418.37%-418.4pp |
| Employer contribution / active EE | $1,287 | $5,246-75.5% | $4,816-73.3% | $4,742-72.9% |
| Participant deferral / active EE | $4,541 | $7,801-41.8% | $7,448-39.0% | $6,401-29.1% |
| Admin fee / account holder | $85 | $11,570-99.3% | $10,009-99.1% | $11,431-99.3% |