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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 | $10,051 | $87,546-88.5% | $75,784-86.7% | $125,389-92.0% |
| Participation rate | 75.0% | 80.2%-5.2pp | 75.8%-0.8pp | 83.2%-8.2pp |
| Annual return | -1.18% | 13.49%-14.7pp | 9.68%-10.9pp | 282.24%-283.4pp |
| Employer contribution / active EE | $2,244 | $3,930-42.9% | $3,323-32.5% | $4,866-53.9% |
| Participant deferral / active EE | $1,869 | $4,230-55.8% | $3,652-48.8% | $5,352-65.1% |
| Admin fee / account holder | $0 | $6,503-100.0% | $5,300-100.0% | $9,541-100.0% |