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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 | $13,199 | $183,592-92.8% | $155,567-91.5% | $145,959-91.0% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 0.00% | 61.24%-61.2pp | 64.74%-64.7pp | 561.95%-561.9pp |
| Employer contribution / active EE | $1,472 | $5,315-72.3% | $4,674-68.5% | $4,661-68.4% |
| Participant deferral / active EE | $11,849 | $6,464+83.3% | $5,628+110.5% | $6,689+77.2% |
| Admin fee / account holder | $15 | $19,318-99.9% | $15,916-99.9% | $13,398-99.9% |