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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 | $141,441 | $541,735-73.9% | $541,735-73.9% | $422,293-66.5% |
| Participation rate | 100.0% | 75.0%+25.0pp | 50.0%+50.0pp | 34.7%+65.3pp |
| Annual return | 5.75% | 6.82%-1.1pp | 7.50%-1.8pp | 12.28%-6.5pp |
| Employer contribution / active EE | $0 | $35,231-100.0% | $33,114-100.0% | $34,589-100.0% |
| Participant deferral / active EE | $0 | $0 | $0 | $93-100.0% |
| Admin fee / account holder | $0 | $2,425-100.0% | $2,425-100.0% | $47,656-100.0% |