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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 | $19,514 | $131,835-85.2% | $108,582-82.0% | $273,972-92.9% |
| Participation rate | 71.4% | 83.5%-12.0pp | 79.6%-8.1pp | 83.0%-11.6pp |
| Annual return | 64.78% | -91.57%+156.3pp | -51.70%+116.5pp | 41.46%+23.3pp |
| Employer contribution / active EE | $2,224 | $4,913-54.7% | $3,758-40.8% | $4,869-54.3% |
| Participant deferral / active EE | $3,506 | $5,127-31.6% | $4,311-18.7% | $5,287-33.7% |
| Admin fee / account holder | $36 | $10,253-99.6% | $7,645-99.5% | $10,133-99.6% |