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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 | $10,259 | $46,689-78.0% | $117,498-91.3% | $68,495-85.0% |
| Participation rate | 82.1% | 56.8%+25.4pp | 70.6%+11.5pp | 67.9%+14.3pp |
| Annual return | -14.20% | -14.52%+0.3pp | 29.75%-44.0pp | -7.84%-6.4pp |
| Employer contribution / active EE | $1,683 | $1,505+11.8% | $4,178-59.7% | $2,596-35.2% |
| Participant deferral / active EE | $0 | $2,637-100.0% | $4,071-100.0% | $4,028-100.0% |
| Admin fee / account holder | $189 | $4,021-95.3% | $5,646-96.6% | $5,403-96.5% |