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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 | $184,378 | $266,915-30.9% | $319,010-42.2% | $349,369-47.2% |
| Participation rate | 100.0% | 55.4%+44.6pp | 47.0%+53.0pp | 44.4%+55.6pp |
| Annual return | -8.12% | 12.39%-20.5pp | 10.22%-18.3pp | -14.65%+6.5pp |
| Employer contribution / active EE | $92,500 | $53,662+72.4% | $51,205+80.6% | $46,321+99.7% |
| Participant deferral / active EE | $0 | $126-100.0% | $129-100.0% | $60-100.0% |
| Admin fee / account holder | $0 | $9,726-100.0% | $10,810-100.0% | $14,582-100.0% |