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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 | $6,629 | $84,694-92.2% | $73,843-91.0% | $125,392-94.7% |
| Participation rate | 75.0% | 76.8%-1.8pp | 73.4%+1.6pp | 83.2%-8.2pp |
| Annual return | -1.44% | 3123.66%-3125.1pp | 2267.91%-2269.3pp | 282.23%-283.7pp |
| Employer contribution / active EE | $3,535 | $3,123+13.2% | $2,787+26.8% | $4,866-27.4% |
| Participant deferral / active EE | $0 | $3,992-100.0% | $3,583-100.0% | $5,351-100.0% |
| Admin fee / account holder | $84 | $5,691-98.5% | $4,880-98.3% | $9,541-99.1% |