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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 | $12,628 | $131,835-90.4% | $108,582-88.4% | $273,972-95.4% |
| Participation rate | 84.6% | 83.5%+1.2pp | 79.6%+5.0pp | 83.0%+1.6pp |
| Annual return | 0.00% | -91.57%+91.6pp | -51.70%+51.7pp | 41.46%-41.5pp |
| Employer contribution / active EE | $4,301 | $4,913-12.5% | $3,758+14.4% | $4,869-11.7% |
| Participant deferral / active EE | $5,887 | $5,127+14.8% | $4,311+36.6% | $5,287+11.3% |
| Admin fee / account holder | $97 | $10,253-99.1% | $7,645-98.7% | $10,133-99.0% |