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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 | $4,946 | $134,001-96.3% | $112,258-95.6% | $134,509-96.3% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -19.75% | 47.15%-66.9pp | 27.47%-47.2pp | 418.13%-437.9pp |
| Employer contribution / active EE | $1,153 | $4,039-71.5% | $3,636-68.3% | $4,741-75.7% |
| Participant deferral / active EE | $1,899 | $5,291-64.1% | $4,728-59.8% | $6,400-70.3% |
| Admin fee / account holder | $64 | $7,491-99.1% | $6,411-99.0% | $11,427-99.4% |