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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 | $33,011 | $278,553-88.1% | $267,477-87.7% | $349,369-90.6% |
| Participation rate | 100.0% | 44.1%+55.9pp | 35.5%+64.5pp | 44.4%+55.6pp |
| Annual return | -5.16% | -41.92%+36.8pp | -38.86%+33.7pp | -14.65%+9.5pp |
| Employer contribution / active EE | $17,672 | $40,095-55.9% | $37,752-53.2% | $46,321-61.8% |
| Participant deferral / active EE | $0 | $13-100.0% | $16-100.0% | $60-100.0% |
| Admin fee / account holder | $45 | $15,763-99.7% | $16,942-99.7% | $14,582-99.7% |