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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 | $6,451 | $90,606-92.9% | $79,466-91.9% | $135,379-95.2% |
| Participation rate | 88.2% | 76.0%+12.2pp | 73.3%+14.9pp | 82.6%+5.6pp |
| Annual return | -9.12% | 977.69%-986.8pp | 718.28%-727.4pp | 519.79%-528.9pp |
| Employer contribution / active EE | $484 | $3,068-84.2% | $2,800-82.7% | $4,779-89.9% |
| Participant deferral / active EE | $2,279 | $4,050-43.7% | $3,704-38.5% | $5,609-59.4% |
| Admin fee / account holder | $0 | $5,895-100.0% | $5,104-100.0% | $10,828-100.0% |