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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 | $9,765 | $90,590-89.2% | $90,782-89.2% | $135,379-92.8% |
| Participation rate | 100.0% | 83.7%+16.3pp | 82.7%+17.3pp | 82.6%+17.4pp |
| Annual return | -3.40% | -3.40%0pp | -3.42%0pp | 519.79%-523.2pp |
| Employer contribution / active EE | $1,835 | $4,352-57.8% | $4,105-55.3% | $4,779-61.6% |
| Participant deferral / active EE | $5,504 | $5,407+1.8% | $5,366+2.6% | $5,609-1.9% |
| Admin fee / account holder | $24 | $7,683-99.7% | $5,908-99.6% | $10,828-99.8% |