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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 | $19,420 | $135,639-85.7% | $110,241-82.4% | $135,382-85.7% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -8.53% | 513.21%-521.7pp | 314.75%-323.3pp | 519.77%-528.3pp |
| Employer contribution / active EE | $2,237 | $4,907-54.4% | $3,827-41.6% | $4,779-53.2% |
| Participant deferral / active EE | $6,033 | $5,507+9.6% | $4,672+29.1% | $5,609+7.6% |
| Admin fee / account holder | $15 | $11,457-99.9% | $8,548-99.8% | $10,829-99.9% |