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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 | $201,267 | $116,914+72.1% | $116,914+72.1% | $339,457-40.7% |
| Participation rate | 100.0% | 20.2%+79.8pp | 9.1%+90.9pp | 43.9%+56.1pp |
| Annual return | 4.98% | 7.69%-2.7pp | 8.92%-3.9pp | 13.05%-8.1pp |
| Employer contribution / active EE | $0 | $38,144-100.0% | $24,457-100.0% | $37,651-100.0% |
| Participant deferral / active EE | $0 | $0 | $14-100.0% | $48-100.0% |
| Admin fee / account holder | $0 | $692-100.0% | $692-100.0% | $31,074-100.0% |