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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 | $6,470 | $72,404-91.1% | $110,243-94.1% | $64,173-89.9% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.6%+30.4pp |
| Annual return | -3.87% | -6.29%+2.4pp | 314.76%-318.6pp | 7.63%-11.5pp |
| Employer contribution / active EE | $2,615 | $2,282+14.6% | $3,827-31.7% | $2,381+9.8% |
| Participant deferral / active EE | $0 | $3,469-100.0% | $4,672-100.0% | $3,470-100.0% |
| Admin fee / account holder | $195 | $5,664-96.6% | $8,548-97.7% | $4,887-96.0% |