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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 | $17,015 | $135,645-87.5% | $110,243-84.6% | $135,380-87.4% |
| Participation rate | 90.0% | 83.5%+6.5pp | 79.8%+10.2pp | 82.6%+7.4pp |
| Annual return | -5.77% | 513.24%-519.0pp | 314.76%-320.5pp | 519.81%-525.6pp |
| Employer contribution / active EE | $1,989 | $4,907-59.5% | $3,827-48.0% | $4,779-58.4% |
| Participant deferral / active EE | $6,807 | $5,507+23.6% | $4,672+45.7% | $5,609+21.4% |
| Admin fee / account holder | $106 | $11,458-99.1% | $8,548-98.8% | $10,828-99.0% |