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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 | $213,363 | $827,797-74.2% | $788,447-72.9% | $350,051-39.0% |
| Participation rate | 100.0% | 45.1%+54.9pp | 21.4%+78.6pp | 44.5%+55.5pp |
| Annual return | 5.01% | -4.32%+9.3pp | -3.21%+8.2pp | -14.65%+19.7pp |
| Employer contribution / active EE | $25,000 | $53,412-53.2% | $46,051-45.7% | $46,321-46.0% |
| Participant deferral / active EE | $0 | $28-100.0% | $31-100.0% | $60-100.0% |
| Admin fee / account holder | $140 | $50,219-99.7% | $46,258-99.7% | $14,582-99.0% |