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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 | $684 | $84,447-99.2% | $61,389-98.9% | $134,493-99.5% |
| Participation rate | 81.8% | 62.2%+19.6pp | 52.6%+29.2pp | 81.2%+0.6pp |
| Annual return | -17.91% | 584.84%-602.7pp | 338.73%-356.6pp | 418.01%-435.9pp |
| Employer contribution / active EE | $293 | $1,545-81.0% | $1,160-74.8% | $4,740-93.8% |
| Participant deferral / active EE | $293 | $2,819-89.6% | $2,125-86.2% | $6,400-95.4% |
| Admin fee / account holder | $64 | $2,587-97.5% | $2,130-97.0% | $11,425-99.4% |