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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 | $15,503 | $52,911-70.7% | $73,309-78.9% | $59,633-74.0% |
| Participation rate | 100.0% | 68.2%+31.8pp | 74.9%+25.1pp | 68.7%+31.3pp |
| Annual return | -1.38% | 12.20%-13.6pp | 5.67%-7.0pp | 2041.45%-2042.8pp |
| Employer contribution / active EE | $0 | $1,909-100.0% | $3,237-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $3,921 | $4,069-3.7% | $4,991-21.4% | $3,192+22.8% |
| Admin fee / account holder | $28 | $3,835-99.3% | $5,635-99.5% | $4,297-99.3% |