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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 | $163,237 | $337,218-51.6% | $313,292-47.9% | $222,458-26.6% |
| Participation rate | 100.0% | 48.5%+51.5pp | 35.7%+64.3pp | 48.7%+51.3pp |
| Annual return | 3.96% | -2.99%+6.9pp | -2.79%+6.7pp | -2.16%+6.1pp |
| Employer contribution / active EE | $0 | $44,634-100.0% | $39,327-100.0% | $42,957-100.0% |
| Participant deferral / active EE | $0 | $385-100.0% | $351-100.0% | $153-100.0% |
| Admin fee / account holder | $0 | $7,423-100.0% | $15,115-100.0% | $12,572-100.0% |