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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 | $26,089 | $168,635-84.5% | $147,617-82.3% | $125,389-79.2% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -1.87% | 77.65%-79.5pp | 61.98%-63.9pp | 282.24%-284.1pp |
| Employer contribution / active EE | $1,970 | $6,252-68.5% | $5,564-64.6% | $4,866-59.5% |
| Participant deferral / active EE | $8,635 | $5,507+56.8% | $4,895+76.4% | $5,352+61.4% |
| Admin fee / account holder | $0 | $13,580-100.0% | $11,612-100.0% | $9,541-100.0% |