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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 | $13,292 | $113,941-88.3% | $94,229-85.9% | $125,389-89.4% |
| Participation rate | 80.0% | 82.9%-2.9pp | 78.8%+1.2pp | 83.2%-3.2pp |
| Annual return | -2.22% | 5.29%-7.5pp | 10.68%-12.9pp | 282.24%-284.5pp |
| Employer contribution / active EE | $1,870 | $4,727-60.4% | $3,587-47.9% | $4,866-61.6% |
| Participant deferral / active EE | $7,281 | $5,179+40.6% | $4,320+68.5% | $5,352+36.1% |
| Admin fee / account holder | $0 | $8,392-100.0% | $6,269-100.0% | $9,541-100.0% |