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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 | $14,434 | $78,694-81.7% | $67,652-78.7% | $125,389-88.5% |
| Participation rate | 100.0% | 78.8%+21.2pp | 75.7%+24.3pp | 83.2%+16.8pp |
| Annual return | -2.81% | 9.46%-12.3pp | 6625.40%-6628.2pp | 282.24%-285.1pp |
| Employer contribution / active EE | $1,604 | $3,044-47.3% | $2,266-29.2% | $4,866-67.0% |
| Participant deferral / active EE | $0 | $4,292-100.0% | $3,560-100.0% | $5,352-100.0% |
| Admin fee / account holder | $202 | $7,403-97.3% | $4,821-95.8% | $9,541-97.9% |