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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 | $52,861 | $281,394-81.2% | $270,125-80.4% | $350,051-84.9% |
| Participation rate | 100.0% | 44.3%+55.7pp | 35.7%+64.3pp | 44.5%+55.5pp |
| Annual return | -8.36% | -41.91%+33.6pp | -38.85%+30.5pp | -14.65%+6.3pp |
| Employer contribution / active EE | $20,468 | $40,098-49.0% | $37,755-45.8% | $46,321-55.8% |
| Participant deferral / active EE | $0 | $13-100.0% | $16-100.0% | $60-100.0% |
| Admin fee / account holder | $223 | $15,763-98.6% | $16,942-98.7% | $14,582-98.5% |