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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 | $65,313 | $38,981+67.6% | $38,981+67.6% | $286,788-77.2% |
| Participation rate | 100.0% | 22.2%+77.8pp | 5.3%+94.7pp | 37.6%+62.4pp |
| Annual return | 0.00% | 9.97%-10.0pp | 11.38%-11.4pp | 9.30%-9.3pp |
| Employer contribution / active EE | $64,286 | $28,819+123.1% | $18,467+248.1% | $43,748+46.9% |
| Participant deferral / active EE | $0 | $96-100.0% | $71-100.0% | $83-100.0% |
| Admin fee / account holder | $0 | $786-100.0% | $786-100.0% | $12,596-100.0% |