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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 | $137,617 | $75,030+83.4% | $75,030+83.4% | $349,369-60.6% |
| Participation rate | 100.0% | 25.0%+75.0pp | 5.9%+94.1pp | 44.4%+55.6pp |
| Annual return | -16.16% | -10.20%-6.0pp | -2.63%-13.5pp | -14.65%-1.5pp |
| Employer contribution / active EE | $82,857 | $48,508+70.8% | $29,813+177.9% | $46,321+78.9% |
| Participant deferral / active EE | $0 | $0 | $8-100.0% | $60-100.0% |
| Admin fee / account holder | $0 | $838-100.0% | $838-100.0% | $14,582-100.0% |