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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 | $16,779 | $138,072-87.8% | $123,549-86.4% | $135,382-87.6% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -8.67% | 153.69%-162.4pp | 119.20%-127.9pp | 519.77%-528.4pp |
| Employer contribution / active EE | $1,249 | $5,152-75.8% | $4,628-73.0% | $4,779-73.9% |
| Participant deferral / active EE | $14,885 | $6,799+118.9% | $6,426+131.6% | $5,609+165.4% |
| Admin fee / account holder | $100 | $10,917-99.1% | $9,284-98.9% | $10,829-99.1% |