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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 | $8,605 | $127,387-93.2% | $115,038-92.5% | $125,389-93.1% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -2.79% | 31.28%-34.1pp | 26.14%-28.9pp | 282.24%-285.0pp |
| Employer contribution / active EE | $2,126 | $5,166-58.8% | $4,608-53.9% | $4,866-56.3% |
| Participant deferral / active EE | $0 | $6,423-100.0% | $6,026-100.0% | $5,352-100.0% |
| Admin fee / account holder | $27 | $9,516-99.7% | $8,175-99.7% | $9,541-99.7% |