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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 | $11,258 | $84,685-86.7% | $73,836-84.8% | $125,389-91.0% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.4%+26.6pp | 83.2%+16.8pp |
| Annual return | -0.48% | 3123.80%-3124.3pp | 2268.06%-2268.5pp | 282.24%-282.7pp |
| Employer contribution / active EE | $1,010 | $3,123-67.7% | $2,787-63.8% | $4,866-79.2% |
| Participant deferral / active EE | $1,664 | $3,993-58.3% | $3,583-53.5% | $5,352-68.9% |
| Admin fee / account holder | $19 | $5,694-99.7% | $4,882-99.6% | $9,541-99.8% |