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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 | $10,805 | $90,467-88.1% | $93,759-88.5% | $134,532-92.0% |
| Participation rate | 75.0% | 82.0%-7.0pp | 81.0%-6.0pp | 81.2%-6.2pp |
| Annual return | 0.00% | -15.72%+15.7pp | -11.33%+11.3pp | 418.27%-418.3pp |
| Employer contribution / active EE | $1,410 | $4,345-67.6% | $4,324-67.4% | $4,741-70.3% |
| Participant deferral / active EE | $6,630 | $5,980+10.9% | $6,096+8.8% | $6,401+3.6% |
| Admin fee / account holder | $2 | $9,258-100.0% | $7,197-100.0% | $11,429-100.0% |