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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 | $6,999 | $84,685-91.7% | $73,836-90.5% | $125,389-94.4% |
| Participation rate | 91.7% | 76.8%+14.9pp | 73.4%+18.2pp | 83.2%+8.5pp |
| Annual return | -1.51% | 3123.80%-3125.3pp | 2268.06%-2269.6pp | 282.24%-283.7pp |
| Employer contribution / active EE | $4,609 | $3,123+47.6% | $2,787+65.4% | $4,866-5.3% |
| Participant deferral / active EE | $0 | $3,993-100.0% | $3,583-100.0% | $5,352-100.0% |
| Admin fee / account holder | $120 | $5,694-97.9% | $4,882-97.5% | $9,541-98.7% |