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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 | $60,551 | $278,553-78.3% | $267,477-77.4% | $349,369-82.7% |
| Participation rate | 100.0% | 44.1%+55.9pp | 35.5%+64.5pp | 44.4%+55.6pp |
| Annual return | -14.49% | -41.92%+27.4pp | -38.86%+24.4pp | -14.65%+0.2pp |
| Employer contribution / active EE | $13,436 | $40,095-66.5% | $37,752-64.4% | $46,321-71.0% |
| Participant deferral / active EE | $0 | $13-100.0% | $16-100.0% | $60-100.0% |
| Admin fee / account holder | $0 | $15,763-100.0% | $16,942-100.0% | $14,582-100.0% |