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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 | $119,099 | $827,797-85.6% | $788,447-84.9% | $349,369-65.9% |
| Participation rate | 100.0% | 45.1%+54.9pp | 21.4%+78.6pp | 44.4%+55.6pp |
| Annual return | 0.49% | -4.32%+4.8pp | -3.21%+3.7pp | -14.65%+15.1pp |
| Employer contribution / active EE | $75,232 | $53,412+40.9% | $46,051+63.4% | $46,321+62.4% |
| Participant deferral / active EE | $0 | $28-100.0% | $31-100.0% | $60-100.0% |
| Admin fee / account holder | $0 | $50,219-100.0% | $46,258-100.0% | $14,582-100.0% |