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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 | $197,608 | $405,731-51.3% | $147,304+34.1% | $405,731-51.3% |
| Participation rate | 100.0% | 91.9%+8.1pp | 84.4%+15.6pp | 91.9%+8.1pp |
| Annual return | -2.19% | 4.30%-6.5pp | 29.24%-31.4pp | 4.30%-6.5pp |
| Employer contribution / active EE | $0 | $26,636-100.0% | $5,766-100.0% | $26,636-100.0% |
| Participant deferral / active EE | $0 | $5,788-100.0% | $5,076-100.0% | $5,788-100.0% |
| Admin fee / account holder | $0 | $12,997-100.0% | $7,571-100.0% | $12,997-100.0% |