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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 | $15,377 | $92,219-83.3% | $76,767-80.0% | $135,380-88.6% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | -5.44% | 5.46%-10.9pp | 2.43%-7.9pp | 519.81%-525.2pp |
| Employer contribution / active EE | $777 | $3,216-75.8% | $2,485-68.7% | $4,779-83.7% |
| Participant deferral / active EE | $1,698 | $4,508-62.3% | $3,852-55.9% | $5,609-69.7% |
| Admin fee / account holder | $166 | $10,749-98.5% | $6,675-97.5% | $10,828-98.5% |