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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 | $7,338 | $127,386-94.2% | $115,037-93.6% | $125,393-94.1% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -1.68% | 31.28%-33.0pp | 26.14%-27.8pp | 282.23%-283.9pp |
| Employer contribution / active EE | $5,519 | $5,166+6.8% | $4,608+19.8% | $4,866+13.4% |
| Participant deferral / active EE | $0 | $6,423-100.0% | $6,026-100.0% | $5,351-100.0% |
| Admin fee / account holder | $0 | $9,516-100.0% | $8,175-100.0% | $9,541-100.0% |