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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 | $18,297 | $167,323-89.1% | $143,770-87.3% | $134,493-86.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -18.40% | 0.47%-18.9pp | -0.04%-18.4pp | 418.01%-436.4pp |
| Employer contribution / active EE | $1,974 | $5,619-64.9% | $4,951-60.1% | $4,740-58.4% |
| Participant deferral / active EE | $2,867 | $6,446-55.5% | $5,638-49.1% | $6,400-55.2% |
| Admin fee / account holder | $142 | $18,088-99.2% | $14,673-99.0% | $11,425-98.8% |