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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 | $6,484 | $158,852-95.9% | $121,220-94.7% | $135,380-95.2% |
| Participation rate | 100.0% | 79.3%+20.7pp | 71.8%+28.2pp | 82.6%+17.4pp |
| Annual return | -3.67% | -0.64%-3.0pp | 16.94%-20.6pp | 519.81%-523.5pp |
| Employer contribution / active EE | $2,851 | $5,666-49.7% | $4,023-29.1% | $4,779-40.3% |
| Participant deferral / active EE | $0 | $4,006-100.0% | $3,345-100.0% | $5,609-100.0% |
| Admin fee / account holder | $0 | $6,515-100.0% | $5,021-100.0% | $10,828-100.0% |