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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 | $7,518 | $64,307-88.3% | $57,349-86.9% | $125,388-94.0% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 83.2%+16.8pp |
| Annual return | -2.19% | 25.14%-27.3pp | 24.40%-26.6pp | 282.24%-284.4pp |
| Employer contribution / active EE | $2,700 | $3,193-15.4% | $2,689+0.4% | $4,866-44.5% |
| Participant deferral / active EE | $3,000 | $3,847-22.0% | $3,162-5.1% | $5,352-43.9% |
| Admin fee / account holder | $30 | $5,242-99.4% | $3,356-99.1% | $9,541-99.7% |