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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 | $248,790 | $119,351+108.5% | $101,347+145.5% | $382,429-34.9% |
| Participation rate | 100.0% | 70.4%+29.6pp | 71.9%+28.1pp | 87.7%+12.3pp |
| Annual return | 0.00% | -45.02%+45.0pp | -44.15%+44.1pp | 248.85%-248.8pp |
| Employer contribution / active EE | $0 | $1,987-100.0% | $1,685-100.0% | $8,036-100.0% |
| Participant deferral / active EE | $0 | $2,526-100.0% | $2,328-100.0% | $5,727-100.0% |
| Admin fee / account holder | $0 | $3,547-100.0% | $3,532-100.0% | $30,732-100.0% |