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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 | $3,262 | $53,546-93.9% | $69,890-95.3% | $68,490-95.2% |
| Participation rate | 100.0% | 64.5%+35.5pp | 70.5%+29.5pp | 67.9%+32.1pp |
| Annual return | -12.19% | -13.87%+1.7pp | 190.84%-203.0pp | -7.85%-4.3pp |
| Employer contribution / active EE | $703 | $2,019-65.2% | $2,560-72.5% | $2,597-72.9% |
| Participant deferral / active EE | $0 | $2,957-100.0% | $3,848-100.0% | $4,028-100.0% |
| Admin fee / account holder | $133 | $4,693-97.2% | $6,267-97.9% | $5,403-97.5% |