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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 | $9,588 | $167,362-94.3% | $143,799-93.3% | $134,532-92.9% |
| Participation rate | 80.0% | 84.8%-4.8pp | 80.3%-0.3pp | 81.2%-1.2pp |
| Annual return | -14.83% | 0.47%-15.3pp | -0.04%-14.8pp | 418.27%-433.1pp |
| Employer contribution / active EE | $1,160 | $5,620-79.4% | $4,952-76.6% | $4,741-75.5% |
| Participant deferral / active EE | $3,140 | $6,447-51.3% | $5,638-44.3% | $6,401-50.9% |
| Admin fee / account holder | $0 | $18,094-100.0% | $14,677-100.0% | $11,429-100.0% |