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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 | $3,438 | $135,645-97.5% | $110,243-96.9% | $135,380-97.5% |
| Participation rate | 80.0% | 83.5%-3.5pp | 79.8%+0.2pp | 82.6%-2.6pp |
| Annual return | 0.00% | 513.24%-513.2pp | 314.76%-314.8pp | 519.81%-519.8pp |
| Employer contribution / active EE | $1,142 | $4,907-76.7% | $3,827-70.2% | $4,779-76.1% |
| Participant deferral / active EE | $1,824 | $5,507-66.9% | $4,672-61.0% | $5,609-67.5% |
| Admin fee / account holder | $2 | $11,458-100.0% | $8,548-100.0% | $10,828-100.0% |