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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 | $13,236 | $131,829-90.0% | $108,579-87.8% | $273,965-95.2% |
| Participation rate | 76.9% | 83.5%-6.5pp | 79.6%-2.6pp | 83.0%-6.1pp |
| Annual return | 0.00% | -91.57%+91.6pp | -51.70%+51.7pp | 41.45%-41.5pp |
| Employer contribution / active EE | $1,263 | $4,912-74.3% | $3,758-66.4% | $4,869-74.1% |
| Participant deferral / active EE | $2,009 | $5,127-60.8% | $4,311-53.4% | $5,287-62.0% |
| Admin fee / account holder | $133 | $10,252-98.7% | $7,645-98.3% | $10,132-98.7% |