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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 | $13,187 | $135,639-90.3% | $110,241-88.0% | $135,382-90.3% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -7.25% | 513.21%-520.5pp | 314.75%-322.0pp | 519.77%-527.0pp |
| Employer contribution / active EE | $1,181 | $4,907-75.9% | $3,827-69.1% | $4,779-75.3% |
| Participant deferral / active EE | $4,483 | $5,507-18.6% | $4,672-4.1% | $5,609-20.1% |
| Admin fee / account holder | $128 | $11,457-98.9% | $8,548-98.5% | $10,829-98.8% |