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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 | $152,246 | $417,381-63.5% | $417,381-63.5% | $330,599-53.9% |
| Participation rate | 100.0% | 47.0%+53.0pp | 28.2%+71.8pp | 43.7%+56.3pp |
| Annual return | 0.00% | 4.96%-5.0pp | 5.83%-5.8pp | 13.05%-13.0pp |
| Employer contribution / active EE | $152,246 | $45,547+234.3% | $38,332+297.2% | $37,664+304.2% |
| Participant deferral / active EE | $0 | $124-100.0% | $165-100.0% | $48-100.0% |
| Admin fee / account holder | $0 | $6,587-100.0% | $6,587-100.0% | $31,365-100.0% |