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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 | $75,381 | $827,797-90.9% | $788,447-90.4% | $350,051-78.5% |
| Participation rate | 100.0% | 45.1%+54.9pp | 21.4%+78.6pp | 44.5%+55.5pp |
| Annual return | -14.79% | -4.32%-10.5pp | -3.21%-11.6pp | -14.65%-0.1pp |
| Employer contribution / active EE | $49,757 | $53,412-6.8% | $46,051+8.0% | $46,321+7.4% |
| 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% |