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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 | $44,521 | $218,893-79.7% | $436,953-89.8% | $233,076-80.9% |
| Participation rate | 85.7% | 49.9%+35.8pp | 44.2%+41.5pp | 46.4%+39.3pp |
| Annual return | 0.00% | -114.99%+115.0pp | -102.04%+102.0pp | -82.67%+82.7pp |
| Employer contribution / active EE | $38,161 | $39,361-3.1% | $36,232+5.3% | $43,771-12.8% |
| Participant deferral / active EE | $0 | $44-100.0% | $47-100.0% | $103-100.0% |
| Admin fee / account holder | $0 | $11,759-100.0% | $12,721-100.0% | $11,204-100.0% |