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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 | $213,675 | $266,915-19.9% | $319,010-33.0% | $349,369-38.8% |
| Participation rate | 100.0% | 55.4%+44.6pp | 47.0%+53.0pp | 44.4%+55.6pp |
| Annual return | -1.15% | 12.39%-13.5pp | 10.22%-11.4pp | -14.65%+13.5pp |
| Employer contribution / active EE | $80,000 | $53,662+49.1% | $51,205+56.2% | $46,321+72.7% |
| Participant deferral / active EE | $0 | $126-100.0% | $129-100.0% | $60-100.0% |
| Admin fee / account holder | $0 | $9,726-100.0% | $10,810-100.0% | $14,582-100.0% |