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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 | $13,906 | $100,805-86.2% | $86,698-84.0% | $134,532-89.7% |
| Participation rate | 100.0% | 79.0%+21.0pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -19.85% | 29.09%-48.9pp | 35.95%-55.8pp | 418.27%-438.1pp |
| Employer contribution / active EE | $3,824 | $3,490+9.6% | $2,837+34.8% | $4,741-19.3% |
| Participant deferral / active EE | $9,171 | $5,339+71.8% | $4,656+97.0% | $6,401+43.3% |
| Admin fee / account holder | $19 | $10,925-99.8% | $7,493-99.7% | $11,429-99.8% |