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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 | $24,464 | $135,645-82.0% | $110,243-77.8% | $135,380-81.9% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -5.36% | 513.24%-518.6pp | 314.76%-320.1pp | 519.81%-525.2pp |
| Employer contribution / active EE | $2,788 | $4,907-43.2% | $3,827-27.1% | $4,779-41.7% |
| Participant deferral / active EE | $5,548 | $5,507+0.7% | $4,672+18.7% | $5,609-1.1% |
| Admin fee / account holder | $0 | $11,458-100.0% | $8,548-100.0% | $10,828-100.0% |