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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 | $6,972 | $133,981-94.8% | $112,249-93.8% | $134,532-94.8% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -13.35% | 47.16%-60.5pp | 27.48%-40.8pp | 418.27%-431.6pp |
| Employer contribution / active EE | $5,625 | $4,040+39.2% | $3,636+54.7% | $4,741+18.6% |
| Participant deferral / active EE | $0 | $5,292-100.0% | $4,729-100.0% | $6,401-100.0% |
| Admin fee / account holder | $136 | $7,492-98.2% | $6,412-97.9% | $11,429-98.8% |