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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 | $17,117 | $197,819-91.3% | $155,789-89.0% | $125,389-86.3% |
| Participation rate | 100.0% | 82.1%+17.9pp | 76.1%+23.9pp | 83.2%+16.8pp |
| Annual return | -1.45% | 86.73%-88.2pp | 71.54%-73.0pp | 282.24%-283.7pp |
| Employer contribution / active EE | $2,910 | $4,850-40.0% | $3,839-24.2% | $4,866-40.2% |
| Participant deferral / active EE | $2,910 | $5,631-48.3% | $4,798-39.4% | $5,352-45.6% |
| Admin fee / account holder | $38 | $9,544-99.6% | $7,477-99.5% | $9,541-99.6% |