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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 | $22,606 | $160,059-85.9% | $140,019-83.9% | $135,382-83.3% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -8.36% | 911.44%-919.8pp | 651.15%-659.5pp | 519.77%-528.1pp |
| Employer contribution / active EE | $5,140 | $6,420-19.9% | $5,605-8.3% | $4,779+7.6% |
| Participant deferral / active EE | $5,384 | $7,641-29.5% | $6,927-22.3% | $5,609-4.0% |
| Admin fee / account holder | $0 | $13,328-100.0% | $10,705-100.0% | $10,829-100.0% |