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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 | $19,076 | $91,536-79.2% | $130,062-85.3% | $75,177-74.6% |
| Participation rate | 100.0% | 71.5%+28.5pp | 78.5%+21.5pp | 67.2%+32.8pp |
| Annual return | 30.09% | -631.62%+661.7pp | -137.37%+167.5pp | 160.75%-130.7pp |
| Employer contribution / active EE | $1,329 | $2,845-53.3% | $4,322-69.3% | $2,671-50.3% |
| Participant deferral / active EE | $3,410 | $4,343-21.5% | $5,821-41.4% | $4,126-17.4% |
| Admin fee / account holder | $20 | $6,780-99.7% | $10,601-99.8% | $5,651-99.6% |