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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 | $12,210 | $75,832-83.9% | $147,618-91.7% | $59,633-79.5% |
| Participation rate | 76.9% | 71.6%+5.4pp | 84.6%-7.7pp | 68.7%+8.3pp |
| Annual return | -2.01% | 0.37%-2.4pp | 61.98%-64.0pp | 2041.40%-2043.4pp |
| Employer contribution / active EE | $1,206 | $3,485-65.4% | $5,565-78.3% | $2,203-45.2% |
| Participant deferral / active EE | $1,215 | $3,131-61.2% | $4,895-75.2% | $3,192-61.9% |
| Admin fee / account holder | $10 | $5,986-99.8% | $11,612-99.9% | $4,297-99.8% |