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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 | $25,156 | $175,646-85.7% | $129,118-80.5% | $134,532-81.3% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.2%+22.8pp | 81.2%+18.8pp |
| Annual return | -19.36% | -11.39%-8.0pp | -10.94%-8.4pp | 418.27%-437.6pp |
| Employer contribution / active EE | $3,222 | $6,355-49.3% | $5,051-36.2% | $4,741-32.0% |
| Participant deferral / active EE | $7,274 | $7,970-8.7% | $6,539+11.2% | $6,401+13.6% |
| Admin fee / account holder | $269 | $23,578-98.9% | $14,305-98.1% | $11,429-97.6% |