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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 | $10,270 | $59,116-82.6% | $86,438-88.1% | $68,486-85.0% |
| Participation rate | 97.2% | 75.2%+22.0pp | 80.3%+16.9pp | 67.9%+29.3pp |
| Annual return | -14.61% | -0.23%-14.4pp | 4397.19%-4411.8pp | -7.85%-6.8pp |
| Employer contribution / active EE | $2,681 | $2,519+6.4% | $3,769-28.9% | $2,597+3.3% |
| Participant deferral / active EE | $2,986 | $5,902-49.4% | $6,952-57.0% | $4,028-25.9% |
| Admin fee / account holder | $140 | $5,639-97.5% | $6,733-97.9% | $5,404-97.4% |