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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 | $8,607 | $97,732-91.2% | $83,831-89.7% | $135,380-93.6% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | 0.00% | 1287.56%-1287.6pp | 850.99%-851.0pp | 519.81%-519.8pp |
| Employer contribution / active EE | $1,878 | $4,222-55.5% | $3,631-48.3% | $4,779-60.7% |
| Participant deferral / active EE | $5,375 | $4,683+14.8% | $4,082+31.7% | $5,609-4.2% |
| Admin fee / account holder | $74 | $6,675-98.9% | $5,479-98.7% | $10,828-99.3% |