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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 | $13,629 | $106,115-87.2% | $85,969-84.1% | $125,393-89.1% |
| Participation rate | 100.0% | 84.1%+15.9pp | 76.5%+23.5pp | 83.2%+16.8pp |
| Annual return | -0.21% | 13.93%-14.1pp | 9.32%-9.5pp | 282.23%-282.4pp |
| Employer contribution / active EE | $1,822 | $4,537-59.8% | $3,474-47.6% | $4,866-62.6% |
| Participant deferral / active EE | $5,000 | $4,859+2.9% | $3,829+30.6% | $5,351-6.6% |
| Admin fee / account holder | $0 | $8,144-100.0% | $6,053-100.0% | $9,541-100.0% |