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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 | $21,184 | $160,059-86.8% | $140,019-84.9% | $135,379-84.4% |
| Participation rate | 85.7% | 88.5%-2.8pp | 87.5%-1.8pp | 82.6%+3.1pp |
| Annual return | -7.04% | 911.44%-918.5pp | 651.15%-658.2pp | 519.79%-526.8pp |
| Employer contribution / active EE | $2,614 | $6,420-59.3% | $5,605-53.4% | $4,779-45.3% |
| Participant deferral / active EE | $3,265 | $7,641-57.3% | $6,927-52.9% | $5,609-41.8% |
| Admin fee / account holder | $0 | $13,328-100.0% | $10,705-100.0% | $10,828-100.0% |