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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 | $5,741 | $152,597-96.2% | $117,533-95.1% | $134,532-95.7% |
| Participation rate | 71.4% | 77.1%-5.7pp | 70.6%+0.8pp | 81.2%-9.8pp |
| Annual return | -16.40% | 53.04%-69.4pp | 29.77%-46.2pp | 418.27%-434.7pp |
| Employer contribution / active EE | $297 | $5,576-94.7% | $4,179-92.9% | $4,741-93.7% |
| Participant deferral / active EE | $862 | $4,821-82.1% | $4,072-78.8% | $6,401-86.5% |
| Admin fee / account holder | $2 | $7,007-100.0% | $5,647-100.0% | $11,429-100.0% |