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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 | $64,466 | $258,845-75.1% | $846,462-92.4% | $222,458-71.0% |
| Participation rate | 100.0% | 51.0%+49.0pp | 23.1%+76.9pp | 48.7%+51.3pp |
| Annual return | -0.24% | -1.13%+0.9pp | -0.81%+0.6pp | -2.16%+1.9pp |
| Employer contribution / active EE | $47,545 | $49,652-4.2% | $38,425+23.7% | $42,949+10.7% |
| Participant deferral / active EE | $0 | $367-100.0% | $315-100.0% | $153-100.0% |
| Admin fee / account holder | $0 | $15,092-100.0% | $15,697-100.0% | $12,572-100.0% |