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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 | $11,223 | $138,114-91.9% | $125,391-91.0% | $134,545-91.7% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | 0.00% | 750.88%-750.9pp | 572.41%-572.4pp | 418.37%-418.4pp |
| Employer contribution / active EE | $4,616 | $5,246-12.0% | $4,816-4.2% | $4,742-2.7% |
| Participant deferral / active EE | $12,918 | $7,801+65.6% | $7,448+73.4% | $6,401+101.8% |
| Admin fee / account holder | $208 | $11,570-98.2% | $10,009-97.9% | $11,431-98.2% |