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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 | $18,538 | $115,878-84.0% | $98,614-81.2% | $233,076-92.0% |
| Participation rate | 100.0% | 33.3%+66.7pp | 8.8%+91.2pp | 46.4%+53.6pp |
| Annual return | -5.48% | -2.11%-3.4pp | -0.41%-5.1pp | -82.67%+77.2pp |
| Employer contribution / active EE | $9,874 | $24,662-60.0% | $15,396-35.9% | $43,771-77.4% |
| Participant deferral / active EE | $0 | $0 | $26-100.0% | $103-100.0% |
| Admin fee / account holder | $41 | $3,511-98.8% | $2,970-98.6% | $11,204-99.6% |