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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 | $15,086 | $135,645-88.9% | $110,243-86.3% | $135,380-88.9% |
| Participation rate | 80.0% | 83.5%-3.5pp | 79.8%+0.2pp | 82.6%-2.6pp |
| Annual return | -6.83% | 513.24%-520.1pp | 314.76%-321.6pp | 519.81%-526.6pp |
| Employer contribution / active EE | $0 | $4,907-100.0% | $3,827-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $4,228 | $5,507-23.2% | $4,672-9.5% | $5,609-24.6% |
| Admin fee / account holder | $123 | $11,458-98.9% | $8,548-98.6% | $10,828-98.9% |