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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 | $8,509 | $95,975-91.1% | $74,552-88.6% | $135,382-93.7% |
| Participation rate | 75.0% | 75.7%-0.7pp | 69.1%+5.9pp | 82.6%-7.6pp |
| Annual return | -5.95% | 56.96%-62.9pp | 32.53%-38.5pp | 519.77%-525.7pp |
| Employer contribution / active EE | $796 | $2,716-70.7% | $1,961-59.4% | $4,779-83.3% |
| Participant deferral / active EE | $1,967 | $3,844-48.8% | $3,108-36.7% | $5,609-64.9% |
| Admin fee / account holder | $0 | $6,522-100.0% | $5,060-100.0% | $10,829-100.0% |