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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 | $7,803 | $73,518-89.4% | $63,003-87.6% | $147,585-94.7% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.8%+25.2pp | 82.8%+17.2pp |
| Annual return | 19.26% | 175.46%-156.2pp | 87.59%-68.3pp | 578.57%-559.3pp |
| Employer contribution / active EE | $1,435 | $3,322-56.8% | $2,760-48.0% | $4,876-70.6% |
| Participant deferral / active EE | $0 | $4,183-100.0% | $3,329-100.0% | $5,439-100.0% |
| Admin fee / account holder | $42 | $5,952-99.3% | $3,600-98.8% | $10,885-99.6% |