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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 | $51,455 | $224,961-77.1% | $169,231-69.6% | $352,355-85.4% |
| Participation rate | 100.0% | 85.5%+14.5pp | 81.6%+18.4pp | 89.9%+10.1pp |
| Annual return | 0.00% | -10.50%+10.5pp | -8.69%+8.7pp | 910.77%-910.8pp |
| Employer contribution / active EE | $0 | $9,535-100.0% | $6,220-100.0% | $9,649-100.0% |
| Participant deferral / active EE | $0 | $3,338-100.0% | $3,346-100.0% | $6,422-100.0% |
| Admin fee / account holder | $0 | $19,089-100.0% | $14,320-100.0% | $32,261-100.0% |