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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 | $5,575 | $131,835-95.8% | $108,582-94.9% | $273,972-98.0% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 0.00% | -91.57%+91.6pp | -51.70%+51.7pp | 41.46%-41.5pp |
| Employer contribution / active EE | $2,588 | $4,913-47.3% | $3,758-31.1% | $4,869-46.8% |
| Participant deferral / active EE | $3,471 | $5,127-32.3% | $4,311-19.5% | $5,287-34.4% |
| Admin fee / account holder | $25 | $10,253-99.8% | $7,645-99.7% | $10,133-99.8% |