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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 | $9,541 | $95,915-90.1% | $79,580-88.0% | $134,532-92.9% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -19.51% | -2.71%-16.8pp | 0.15%-19.7pp | 418.27%-437.8pp |
| Employer contribution / active EE | $1,435 | $3,129-54.1% | $2,413-40.6% | $4,741-69.7% |
| Participant deferral / active EE | $6,537 | $4,693+39.3% | $3,985+64.0% | $6,401+2.1% |
| Admin fee / account holder | $0 | $9,132-100.0% | $6,835-100.0% | $11,429-100.0% |