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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 | $115,000 | $274,299-58.1% | $274,299-58.1% | $286,788-59.9% |
| Participation rate | 100.0% | 43.5%+56.5pp | 39.8%+60.2pp | 37.6%+62.4pp |
| Annual return | 0.00% | 8.66%-8.7pp | 8.84%-8.8pp | 9.30%-9.3pp |
| Employer contribution / active EE | $115,000 | $69,684+65.0% | $67,498+70.4% | $43,748+162.9% |
| Participant deferral / active EE | $0 | $0 | $4-100.0% | $83-100.0% |
| Admin fee / account holder | $0 | $46,528-100.0% | $46,528-100.0% | $12,596-100.0% |