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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 | $78,805 | $267,312-70.5% | $245,396-67.9% | $233,076-66.2% |
| Participation rate | 71.4% | 51.5%+20.0pp | 43.0%+28.5pp | 46.4%+25.1pp |
| Annual return | 0.43% | -1035.07%+1035.5pp | -752.26%+752.7pp | -82.67%+83.1pp |
| Employer contribution / active EE | $31,305 | $39,756-21.3% | $31,802-1.6% | $43,771-28.5% |
| Participant deferral / active EE | $0 | $35-100.0% | $47-100.0% | $103-100.0% |
| Admin fee / account holder | $0 | $1,364-100.0% | $1,223-100.0% | $11,204-100.0% |