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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 | $183,796 | $218,893-16.0% | $436,953-57.9% | $233,076-21.1% |
| Participation rate | 100.0% | 49.9%+50.1pp | 44.2%+55.8pp | 46.4%+53.6pp |
| Annual return | -4.46% | -114.99%+110.5pp | -102.04%+97.6pp | -82.67%+78.2pp |
| Employer contribution / active EE | $37,125 | $39,361-5.7% | $36,232+2.5% | $43,771-15.2% |
| 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% |