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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 | $51,735 | $250,469-79.3% | $220,551-76.5% | $286,788-82.0% |
| Participation rate | 100.0% | 24.3%+75.7pp | 8.7%+91.3pp | 37.6%+62.4pp |
| Annual return | 0.00% | 4.93%-4.9pp | 7.32%-7.3pp | 9.30%-9.3pp |
| Employer contribution / active EE | $51,735 | $32,616+58.6% | $23,426+120.8% | $43,748+18.3% |
| Participant deferral / active EE | $0 | $80-100.0% | $107-100.0% | $83-100.0% |
| Admin fee / account holder | $0 | $11,153-100.0% | $9,522-100.0% | $12,596-100.0% |