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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 | $90,913 | $218,893-58.5% | $436,953-79.2% | $233,076-61.0% |
| Participation rate | 85.7% | 49.9%+35.8pp | 44.2%+41.5pp | 46.4%+39.3pp |
| Annual return | -6.06% | -114.99%+108.9pp | -102.04%+96.0pp | -82.67%+76.6pp |
| Employer contribution / active EE | $17,218 | $39,361-56.3% | $36,232-52.5% | $43,771-60.7% |
| 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% |