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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 | $102,440 | $343,683-70.2% | $333,750-69.3% | $349,369-70.7% |
| Participation rate | 100.0% | 57.6%+42.4pp | 48.6%+51.4pp | 44.4%+55.6pp |
| Annual return | 0.06% | -9.47%+9.5pp | -9.60%+9.7pp | -14.65%+14.7pp |
| Employer contribution / active EE | $37,500 | $58,413-35.8% | $56,630-33.8% | $46,321-19.0% |
| Participant deferral / active EE | $0 | $123-100.0% | $124-100.0% | $60-100.0% |
| Admin fee / account holder | $204 | $5,347-96.2% | $5,181-96.1% | $14,582-98.6% |