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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 | $10,408 | $113,935-90.9% | $94,224-89.0% | $125,392-91.7% |
| Participation rate | 100.0% | 82.9%+17.1pp | 78.8%+21.2pp | 83.2%+16.8pp |
| Annual return | -1.65% | 5.29%-6.9pp | 10.68%-12.3pp | 282.23%-283.9pp |
| Employer contribution / active EE | $1,141 | $4,727-75.9% | $3,587-68.2% | $4,866-76.5% |
| Participant deferral / active EE | $3,531 | $5,179-31.8% | $4,320-18.3% | $5,351-34.0% |
| Admin fee / account holder | $0 | $8,391-100.0% | $6,269-100.0% | $9,541-100.0% |