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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 | $6,539 | $131,835-95.0% | $108,582-94.0% | $273,972-97.6% |
| Participation rate | 77.3% | 83.5%-6.2pp | 79.6%-2.3pp | 83.0%-5.7pp |
| Annual return | 0.00% | -91.57%+91.6pp | -51.70%+51.7pp | 41.46%-41.5pp |
| Employer contribution / active EE | $2,186 | $4,913-55.5% | $3,758-41.8% | $4,869-55.1% |
| Participant deferral / active EE | $3,031 | $5,127-40.9% | $4,311-29.7% | $5,287-42.7% |
| Admin fee / account holder | $0 | $10,253-100.0% | $7,645-100.0% | $10,133-100.0% |