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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 | $10,082 | $69,012-85.4% | $160,037-93.7% | $68,490-85.3% |
| Participation rate | 100.0% | 65.4%+34.6pp | 78.0%+22.0pp | 67.9%+32.1pp |
| Annual return | 0.00% | -9.65%+9.7pp | 408.95%-409.0pp | -7.85%+7.9pp |
| Employer contribution / active EE | $1,626 | $2,212-26.5% | $4,226-61.5% | $2,597-37.4% |
| Participant deferral / active EE | $2,776 | $4,212-34.1% | $6,184-55.1% | $4,028-31.1% |
| Admin fee / account holder | $191 | $4,798-96.0% | $8,716-97.8% | $5,403-96.5% |