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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 | $26,086 | $293,085-91.1% | $293,085-91.1% | $430,769-93.9% |
| Participation rate | 100.0% | 86.7%+13.3pp | 86.7%+13.3pp | 90.6%+9.4pp |
| Annual return | 0.00% | -28.53%+28.5pp | -21.55%+21.5pp | 10.77%-10.8pp |
| Employer contribution / active EE | $0 | $6,436-100.0% | $5,774-100.0% | $26,022-100.0% |
| Participant deferral / active EE | $14,978 | $4,334+245.6% | $3,831+291.0% | $6,968+114.9% |
| Admin fee / account holder | $0 | $5,672-100.0% | $5,672-100.0% | $18,309-100.0% |