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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 | $8,305 | $95,915-91.3% | $79,580-89.6% | $134,532-93.8% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -13.60% | -2.71%-10.9pp | 0.15%-13.8pp | 418.27%-431.9pp |
| Employer contribution / active EE | $2,116 | $3,129-32.4% | $2,413-12.3% | $4,741-55.4% |
| Participant deferral / active EE | $3,723 | $4,693-20.7% | $3,985-6.6% | $6,401-41.8% |
| Admin fee / account holder | $254 | $9,132-97.2% | $6,835-96.3% | $11,429-97.8% |