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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 | $80,841 | $218,893-63.1% | $436,953-81.5% | $233,076-65.3% |
| Participation rate | 100.0% | 49.9%+50.1pp | 44.2%+55.8pp | 46.4%+53.6pp |
| Annual return | -1.97% | -114.99%+113.0pp | -102.04%+100.1pp | -82.67%+80.7pp |
| Employer contribution / active EE | $14,800 | $39,361-62.4% | $36,232-59.2% | $43,771-66.2% |
| Participant deferral / active EE | $0 | $44-100.0% | $47-100.0% | $103-100.0% |
| Admin fee / account holder | $0 | $11,759-100.0% | $12,721-100.0% | $11,204-100.0% |