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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 | $85,615 | $280,515-69.5% | $278,735-69.3% | $263,064-67.5% |
| Participation rate | 100.0% | 100.0%0pp | 100.0%0pp | 95.8%+4.2pp |
| Annual return | -0.01% | -5.15%+5.1pp | -5.00%+5.0pp | -1.59%+1.6pp |
| Employer contribution / active EE | $0 | $38,407-100.0% | $38,789-100.0% | $33,160-100.0% |
| Participant deferral / active EE | $21,000 | $15,622+34.4% | $15,064+39.4% | $7,831+168.2% |
| Admin fee / account holder | $0 | $8,605-100.0% | $8,885-100.0% | $9,535-100.0% |