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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 | $19,816 | $135,639-85.4% | $110,241-82.0% | $135,382-85.4% |
| Participation rate | 83.3% | 83.5%-0.1pp | 79.8%+3.5pp | 82.6%+0.7pp |
| Annual return | -7.56% | 513.21%-520.8pp | 314.75%-322.3pp | 519.77%-527.3pp |
| Employer contribution / active EE | $3,087 | $4,907-37.1% | $3,827-19.3% | $4,779-35.4% |
| Participant deferral / active EE | $2,383 | $5,507-56.7% | $4,672-49.0% | $5,609-57.5% |
| Admin fee / account holder | $132 | $11,457-98.9% | $8,548-98.5% | $10,829-98.8% |