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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 | $198,597 | $268,676-26.1% | $268,676-26.1% | $349,369-43.2% |
| Participation rate | 100.0% | 55.0%+45.0pp | 37.9%+62.1pp | 44.4%+55.6pp |
| Annual return | -16.07% | -11.17%-4.9pp | -10.68%-5.4pp | -14.65%-1.4pp |
| Employer contribution / active EE | $22,417 | $55,905-59.9% | $48,995-54.2% | $46,321-51.6% |
| Participant deferral / active EE | $0 | $129-100.0% | $360-100.0% | $60-100.0% |
| Admin fee / account holder | $0 | $4,366-100.0% | $4,366-100.0% | $14,582-100.0% |