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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 | $23,332 | $180,466-87.1% | $154,114-84.9% | $135,382-82.8% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -7.06% | 888.15%-895.2pp | 735.16%-742.2pp | 519.77%-526.8pp |
| Employer contribution / active EE | $9,565 | $6,035+58.5% | $5,298+80.5% | $4,779+100.2% |
| Participant deferral / active EE | $5,129 | $5,806-11.7% | $5,081+1.0% | $5,609-8.6% |
| Admin fee / account holder | $74 | $16,144-99.5% | $13,411-99.4% | $10,829-99.3% |