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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 | $9,136 | $138,076-93.4% | $123,553-92.6% | $135,380-93.3% |
| Participation rate | 90.9% | 84.7%+6.2pp | 82.3%+8.6pp | 82.6%+8.3pp |
| Annual return | 0.00% | 153.70%-153.7pp | 119.21%-119.2pp | 519.81%-519.8pp |
| Employer contribution / active EE | $2,706 | $5,152-47.5% | $4,628-41.5% | $4,779-43.4% |
| Participant deferral / active EE | $8,051 | $6,800+18.4% | $6,426+25.3% | $5,609+43.5% |
| Admin fee / account holder | $25 | $10,917-99.8% | $9,284-99.7% | $10,828-99.8% |