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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 | $25,432 | $564,480-95.5% | $487,824-94.8% | $564,480-95.5% |
| Participation rate | 100.0% | 89.1%+10.9pp | 100.0%0pp | 89.1%+10.9pp |
| Annual return | -20.22% | -14.07%-6.2pp | -14.94%-5.3pp | -14.07%-6.2pp |
| Employer contribution / active EE | $0 | $29,221-100.0% | $36,486-100.0% | $29,221-100.0% |
| Participant deferral / active EE | $0 | $5,729-100.0% | $6,786-100.0% | $5,729-100.0% |
| Admin fee / account holder | $0 | $27,140-100.0% | $3,101-100.0% | $27,140-100.0% |