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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 | $17,496 | $138,075-87.3% | $123,552-85.8% | $135,379-87.1% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -8.65% | 153.70%-162.4pp | 119.20%-127.9pp | 519.79%-528.4pp |
| Employer contribution / active EE | $1,411 | $5,152-72.6% | $4,628-69.5% | $4,779-70.5% |
| Participant deferral / active EE | $2,491 | $6,800-63.4% | $6,426-61.2% | $5,609-55.6% |
| Admin fee / account holder | $25 | $10,917-99.8% | $9,285-99.7% | $10,828-99.8% |