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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 | $26,244 | $68,985-62.0% | $1,035,159-97.5% | $105,125-75.0% |
| Participation rate | 100.0% | 26.0%+74.0pp | 49.6%+50.4pp | 14.6%+85.4pp |
| Annual return | -5.77% | -4.17%-1.6pp | -61.72%+56.0pp | 10.56%-16.3pp |
| Employer contribution / active EE | $15,381 | $16,396-6.2% | $47,703-67.8% | $13,643+12.7% |
| Participant deferral / active EE | $0 | $12-100.0% | $135-100.0% | $62-100.0% |
| Admin fee / account holder | $25 | $4,705-99.5% | $5,792-99.6% | $3,354-99.2% |