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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 | $10,712 | $105,861-89.9% | $90,756-88.2% | $134,509-92.0% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.7%+24.3pp | 81.2%+18.8pp |
| Annual return | -17.34% | -10.99%-6.3pp | -12.16%-5.2pp | 418.13%-435.5pp |
| Employer contribution / active EE | $5,989 | $3,463+72.9% | $2,922+105.0% | $4,741+26.3% |
| Participant deferral / active EE | $3,976 | $5,217-23.8% | $4,565-12.9% | $6,400-37.9% |
| Admin fee / account holder | $0 | $13,938-100.0% | $8,445-100.0% | $11,427-100.0% |