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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 | $284,880-81.9% | $203,445-74.7% | $461,066-88.8% |
| Participation rate | 100.0% | 76.7%+23.3pp | 76.8%+23.2pp | 87.7%+12.3pp |
| Annual return | 0.00% | -8.16%+8.2pp | -5.67%+5.7pp | 484.84%-484.8pp |
| Employer contribution / active EE | $0 | $6,840-100.0% | $4,770-100.0% | $9,163-100.0% |
| Participant deferral / active EE | $0 | $4,322-100.0% | $3,908-100.0% | $6,032-100.0% |
| Admin fee / account holder | $0 | $17,257-100.0% | $14,231-100.0% | $28,147-100.0% |