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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 | $8,428 | $138,102-93.9% | $125,381-93.3% | $134,532-93.7% |
| Participation rate | 80.0% | 84.5%-4.5pp | 82.4%-2.4pp | 81.2%-1.2pp |
| Annual return | -15.12% | 750.73%-765.8pp | 572.31%-587.4pp | 418.27%-433.4pp |
| Employer contribution / active EE | $1,235 | $5,245-76.5% | $4,815-74.4% | $4,741-74.0% |
| Participant deferral / active EE | $3,709 | $7,801-52.5% | $7,448-50.2% | $6,401-42.1% |
| Admin fee / account holder | $71 | $11,568-99.4% | $10,007-99.3% | $11,429-99.4% |