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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 | $13,016 | $97,732-86.7% | $83,831-84.5% | $135,380-90.4% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -2.98% | 1287.56%-1290.5pp | 850.99%-854.0pp | 519.81%-522.8pp |
| Employer contribution / active EE | $4,545 | $4,222+7.7% | $3,631+25.2% | $4,779-4.9% |
| Participant deferral / active EE | $0 | $4,683-100.0% | $4,082-100.0% | $5,609-100.0% |
| Admin fee / account holder | $193 | $6,675-97.1% | $5,479-96.5% | $10,828-98.2% |