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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 | $19,685 | $209,888-90.6% | $189,545-89.6% | $167,553-88.3% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 0.00% | 748.66%-748.7pp | 555.36%-555.4pp | 478.89%-478.9pp |
| Employer contribution / active EE | $9,297 | $6,915+34.4% | $6,162+50.9% | $4,840+92.1% |
| Participant deferral / active EE | $16,233 | $8,934+81.7% | $8,220+97.5% | $6,343+155.9% |
| Admin fee / account holder | $4 | $14,300-100.0% | $12,049-100.0% | $12,316-100.0% |