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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 | $1,788 | $93,117-98.1% | $77,096-97.7% | $134,532-98.7% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -19.90% | 62.67%-82.6pp | 42.35%-62.2pp | 418.27%-438.2pp |
| Employer contribution / active EE | $1,639 | $3,420-52.1% | $2,814-41.8% | $4,741-65.4% |
| Participant deferral / active EE | $1,953 | $5,241-62.7% | $4,429-55.9% | $6,401-69.5% |
| Admin fee / account holder | $107 | $6,948-98.5% | $5,428-98.0% | $11,429-99.1% |