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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 | $211,846 | $218,893-3.2% | $436,953-51.5% | $233,076-9.1% |
| Participation rate | 90.0% | 49.9%+40.1pp | 44.2%+45.8pp | 46.4%+43.6pp |
| Annual return | -1.84% | -114.99%+113.1pp | -102.04%+100.2pp | -82.67%+80.8pp |
| Employer contribution / active EE | $0 | $39,361-100.0% | $36,232-100.0% | $43,771-100.0% |
| 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% |