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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 | $19,819 | $77,816-74.5% | $123,549-84.0% | $64,181-69.1% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | -7.51% | 12.49%-20.0pp | 119.20%-126.7pp | 7.63%-15.1pp |
| Employer contribution / active EE | $6,218 | $3,014+106.3% | $4,628+34.4% | $2,381+161.2% |
| Participant deferral / active EE | $6,509 | $5,240+24.2% | $6,426+1.3% | $3,470+87.6% |
| Admin fee / account holder | $215 | $5,519-96.1% | $9,284-97.7% | $4,887-95.6% |