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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 | $14,199 | $180,459-92.1% | $154,108-90.8% | $135,380-89.5% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -7.96% | 888.21%-896.2pp | 735.21%-743.2pp | 519.81%-527.8pp |
| Employer contribution / active EE | $5,641 | $6,035-6.5% | $5,298+6.5% | $4,779+18.0% |
| Participant deferral / active EE | $5,624 | $5,806-3.1% | $5,081+10.7% | $5,609+0.3% |
| Admin fee / account holder | $200 | $16,145-98.8% | $13,411-98.5% | $10,828-98.2% |