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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 | $32,843 | $267,312-87.7% | $245,396-86.6% | $233,076-85.9% |
| Participation rate | 100.0% | 51.5%+48.5pp | 43.0%+57.0pp | 46.4%+53.6pp |
| Annual return | 5.67% | -1035.07%+1040.7pp | -752.26%+757.9pp | -82.67%+88.3pp |
| Employer contribution / active EE | $23,496 | $39,756-40.9% | $31,802-26.1% | $43,771-46.3% |
| Participant deferral / active EE | $0 | $35-100.0% | $47-100.0% | $103-100.0% |
| Admin fee / account holder | $91 | $1,364-93.3% | $1,223-92.5% | $11,204-99.2% |