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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 | $13,174 | $158,852-91.7% | $121,220-89.1% | $135,379-90.3% |
| Participation rate | 85.7% | 79.3%+6.4pp | 71.8%+14.0pp | 82.6%+3.1pp |
| Annual return | -3.18% | -0.64%-2.5pp | 16.94%-20.1pp | 519.79%-523.0pp |
| Employer contribution / active EE | $1,303 | $5,666-77.0% | $4,023-67.6% | $4,779-72.7% |
| Participant deferral / active EE | $0 | $4,006-100.0% | $3,345-100.0% | $5,609-100.0% |
| Admin fee / account holder | $99 | $6,515-98.5% | $5,021-98.0% | $10,828-99.1% |