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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 | $13,492 | $100,811-86.6% | $86,698-84.4% | $134,545-90.0% |
| Participation rate | 100.0% | 79.0%+21.0pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -10.72% | 29.11%-39.8pp | 35.96%-46.7pp | 418.37%-429.1pp |
| Employer contribution / active EE | $2,061 | $3,490-40.9% | $2,837-27.3% | $4,742-56.5% |
| Participant deferral / active EE | $6,100 | $5,339+14.2% | $4,656+31.0% | $6,401-4.7% |
| Admin fee / account holder | $0 | $10,926-100.0% | $7,492-100.0% | $11,431-100.0% |