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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 | $243,829 | $779,308-68.7% | $748,470-67.4% | $350,051-30.3% |
| Participation rate | 100.0% | 27.7%+72.3pp | 21.7%+78.3pp | 44.5%+55.5pp |
| Annual return | -15.28% | -0.99%-14.3pp | 0.46%-15.7pp | -14.65%-0.6pp |
| Employer contribution / active EE | $7,050 | $40,624-82.6% | $35,480-80.1% | $46,321-84.8% |
| Participant deferral / active EE | $8,672 | $131+6502.2% | $231+3655.1% | $60+14346.2% |
| Admin fee / account holder | $60 | $32,803-99.8% | $29,938-99.8% | $14,582-99.6% |