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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 | $86,422 | $235,493-63.3% | $235,493-63.3% | $350,051-75.3% |
| Participation rate | 100.0% | 59.1%+40.9pp | 24.6%+75.4pp | 44.5%+55.5pp |
| Annual return | 0.00% | -5.95%+6.0pp | -6.07%+6.1pp | -14.65%+14.6pp |
| Employer contribution / active EE | $95,702 | $44,275+116.2% | $37,389+156.0% | $46,321+106.6% |
| Participant deferral / active EE | $0 | $146-100.0% | $182-100.0% | $60-100.0% |
| Admin fee / account holder | $0 | $12,327-100.0% | $12,327-100.0% | $14,582-100.0% |