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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 | $6,595 | $95,979-93.1% | $74,551-91.2% | $135,380-95.1% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -6.57% | 56.97%-63.5pp | 32.53%-39.1pp | 519.81%-526.4pp |
| Employer contribution / active EE | $2,198 | $2,716-19.1% | $1,961+12.1% | $4,779-54.0% |
| Participant deferral / active EE | $2,111 | $3,844-45.1% | $3,108-32.1% | $5,609-62.4% |
| Admin fee / account holder | $53 | $6,522-99.2% | $5,059-99.0% | $10,828-99.5% |