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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 | $10,075 | $105,861-90.5% | $90,756-88.9% | $134,509-92.5% |
| Participation rate | 75.0% | 78.2%-3.2pp | 75.7%-0.7pp | 81.2%-6.2pp |
| Annual return | -10.35% | -10.99%+0.6pp | -12.16%+1.8pp | 418.13%-428.5pp |
| Employer contribution / active EE | $1,388 | $3,463-59.9% | $2,922-52.5% | $4,741-70.7% |
| Participant deferral / active EE | $3,212 | $5,217-38.4% | $4,565-29.6% | $6,400-49.8% |
| Admin fee / account holder | $45 | $13,938-99.7% | $8,445-99.5% | $11,427-99.6% |