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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 | $16,818 | $167,504-90.0% | $151,628-88.9% | $134,509-87.5% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -16.88% | 7.81%-24.7pp | 3.34%-20.2pp | 418.13%-435.0pp |
| Employer contribution / active EE | $3,801 | $6,828-44.3% | $6,165-38.3% | $4,741-19.8% |
| Participant deferral / active EE | $8,771 | $8,985-2.4% | $8,363+4.9% | $6,400+37.0% |
| Admin fee / account holder | $38 | $13,779-99.7% | $11,613-99.7% | $11,427-99.7% |