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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 | $23,271 | $113,935-79.6% | $94,224-75.3% | $125,393-81.4% |
| Participation rate | 100.0% | 82.9%+17.1pp | 78.8%+21.2pp | 83.2%+16.8pp |
| Annual return | -1.75% | 5.29%-7.0pp | 10.68%-12.4pp | 282.23%-284.0pp |
| Employer contribution / active EE | $2,694 | $4,727-43.0% | $3,587-24.9% | $4,866-44.6% |
| Participant deferral / active EE | $4,343 | $5,179-16.1% | $4,320+0.5% | $5,351-18.8% |
| Admin fee / account holder | $188 | $8,391-97.8% | $6,269-97.0% | $9,541-98.0% |