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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 | $104,210 | $247,120-57.8% | $213,834-51.3% | $349,369-70.2% |
| Participation rate | 100.0% | 28.7%+71.3pp | 12.2%+87.8pp | 44.4%+55.6pp |
| Annual return | 1.43% | -11.83%+13.3pp | -5.12%+6.5pp | -14.65%+16.1pp |
| Employer contribution / active EE | $51,735 | $42,640+21.3% | $31,020+66.8% | $46,321+11.7% |
| Participant deferral / active EE | $0 | $68-100.0% | $101-100.0% | $60-100.0% |
| Admin fee / account holder | $0 | $3,703-100.0% | $2,852-100.0% | $14,582-100.0% |