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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 | $248,654 | $218,893+13.6% | $436,953-43.1% | $233,076+6.7% |
| Participation rate | 100.0% | 49.9%+50.1pp | 44.2%+55.8pp | 46.4%+53.6pp |
| Annual return | -3.80% | -114.99%+111.2pp | -102.04%+98.2pp | -82.67%+78.9pp |
| Employer contribution / active EE | $20,571 | $39,361-47.7% | $36,232-43.2% | $43,771-53.0% |
| 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% |