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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 | $65,747 | $592,784-88.9% | $565,817-88.4% | $349,369-81.2% |
| Participation rate | 100.0% | 44.5%+55.5pp | 29.9%+70.1pp | 44.4%+55.6pp |
| Annual return | -1.21% | -8.21%+7.0pp | -8.80%+7.6pp | -14.65%+13.4pp |
| Employer contribution / active EE | $30,605 | $47,558-35.6% | $43,463-29.6% | $46,321-33.9% |
| Participant deferral / active EE | $0 | $12-100.0% | $12-100.0% | $60-100.0% |
| Admin fee / account holder | $0 | $945-100.0% | $866-100.0% | $14,582-100.0% |