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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 | $13,723 | $95,975-85.7% | $74,549-81.6% | $135,379-89.9% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -7.47% | 56.96%-64.4pp | 32.53%-40.0pp | 519.79%-527.3pp |
| Employer contribution / active EE | $1,448 | $2,716-46.7% | $1,961-26.1% | $4,779-69.7% |
| Participant deferral / active EE | $3,315 | $3,844-13.7% | $3,108+6.7% | $5,609-40.9% |
| Admin fee / account holder | $9 | $6,522-99.9% | $5,059-99.8% | $10,828-99.9% |