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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 | $12,858 | $129,959-90.1% | $104,301-87.7% | $134,509-90.4% |
| Participation rate | 75.0% | 79.5%-4.5pp | 73.3%+1.7pp | 81.2%-6.2pp |
| Annual return | -10.37% | 42.04%-52.4pp | 24.61%-35.0pp | 418.13%-428.5pp |
| Employer contribution / active EE | $1,833 | $4,185-56.2% | $3,373-45.6% | $4,741-61.3% |
| Participant deferral / active EE | $0 | $5,589-100.0% | $4,626-100.0% | $6,400-100.0% |
| Admin fee / account holder | $87 | $9,325-99.1% | $7,340-98.8% | $11,427-99.2% |