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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 | $6,331 | $73,863-91.4% | $143,797-95.6% | $68,490-90.8% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -18.01% | 0.91%-18.9pp | -0.04%-18.0pp | -7.85%-10.2pp |
| Employer contribution / active EE | $524 | $3,185-83.6% | $4,952-89.4% | $2,597-79.8% |
| Participant deferral / active EE | $1,660 | $3,385-51.0% | $5,638-70.6% | $4,028-58.8% |
| Admin fee / account holder | $52 | $5,756-99.1% | $14,679-99.6% | $5,403-99.0% |