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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 | $76,324 | $113,800-32.9% | $104,068-26.7% | $350,051-78.2% |
| Participation rate | 100.0% | 56.3%+43.8pp | 52.6%+47.4pp | 44.5%+55.5pp |
| Annual return | 0.00% | -9.74%+9.7pp | -10.12%+10.1pp | -14.65%+14.6pp |
| Employer contribution / active EE | $76,324 | $52,677+44.9% | $47,166+61.8% | $46,321+64.8% |
| Participant deferral / active EE | $0 | $516-100.0% | $492-100.0% | $60-100.0% |
| Admin fee / account holder | $0 | $4,025-100.0% | $4,025-100.0% | $14,582-100.0% |