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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 | $7,669 | $75,832-89.9% | $147,617-94.8% | $59,633-87.1% |
| Participation rate | 97.2% | 71.6%+25.7pp | 84.6%+12.6pp | 68.7%+28.6pp |
| Annual return | -2.03% | 0.37%-2.4pp | 61.98%-64.0pp | 2041.45%-2043.5pp |
| Employer contribution / active EE | $5,524 | $3,485+58.5% | $5,564-0.7% | $2,203+150.8% |
| Participant deferral / active EE | $0 | $3,131-100.0% | $4,895-100.0% | $3,192-100.0% |
| Admin fee / account holder | $198 | $5,986-96.7% | $11,612-98.3% | $4,297-95.4% |