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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 | $21,618 | $278,553-92.2% | $267,477-91.9% | $349,369-93.8% |
| Participation rate | 90.0% | 44.1%+45.9pp | 35.5%+54.5pp | 44.4%+45.6pp |
| Annual return | 2.49% | -41.92%+44.4pp | -38.86%+41.4pp | -14.65%+17.1pp |
| Employer contribution / active EE | $11,730 | $40,095-70.7% | $37,752-68.9% | $46,321-74.7% |
| Participant deferral / active EE | $0 | $13-100.0% | $16-100.0% | $60-100.0% |
| Admin fee / account holder | $46 | $15,763-99.7% | $16,942-99.7% | $14,582-99.7% |