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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 | $24,478 | $53,391-54.2% | $94,285-74.0% | $53,391-54.2% |
| Participation rate | 90.9% | 64.1%+26.8pp | 93.1%-2.2pp | 64.1%+26.8pp |
| Annual return | -12.25% | -12.46%+0.2pp | -24.54%+12.3pp | -12.46%+0.2pp |
| Employer contribution / active EE | $0 | $15,405-100.0% | $4,545-100.0% | $15,405-100.0% |
| Participant deferral / active EE | $4,262 | $1,313+224.7% | $5,340-20.2% | $1,313+224.7% |
| Admin fee / account holder | $161 | $5,411-97.0% | $1,383-88.3% | $5,411-97.0% |