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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 | $51,001 | $218,893-76.7% | $436,953-88.3% | $233,076-78.1% |
| Participation rate | 90.9% | 49.9%+41.0pp | 44.2%+46.7pp | 46.4%+44.5pp |
| Annual return | -4.50% | -114.99%+110.5pp | -102.04%+97.5pp | -82.67%+78.2pp |
| Employer contribution / active EE | $28,113 | $39,361-28.6% | $36,232-22.4% | $43,771-35.8% |
| Participant deferral / active EE | $0 | $44-100.0% | $47-100.0% | $103-100.0% |
| Admin fee / account holder | $187 | $11,759-98.4% | $12,721-98.5% | $11,204-98.3% |