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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 | $15,217 | $91,525-83.4% | $130,026-88.3% | $75,181-79.8% |
| Participation rate | 100.0% | 71.4%+28.6pp | 78.5%+21.5pp | 67.2%+32.8pp |
| Annual return | 28.38% | -631.40%+659.8pp | -137.26%+165.6pp | 160.69%-132.3pp |
| Employer contribution / active EE | $2,881 | $2,844+1.3% | $4,321-33.3% | $2,671+7.9% |
| Participant deferral / active EE | $5,558 | $4,342+28.0% | $5,821-4.5% | $4,126+34.7% |
| Admin fee / account holder | $287 | $6,778-95.8% | $10,608-97.3% | $5,650-94.9% |