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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 | $124,983 | $258,845-51.7% | $846,462-85.2% | $222,458-43.8% |
| Participation rate | 100.0% | 51.0%+49.0pp | 23.1%+76.9pp | 48.7%+51.3pp |
| Annual return | -1.59% | -1.13%-0.5pp | -0.81%-0.8pp | -2.16%+0.6pp |
| Employer contribution / active EE | $62,344 | $49,652+25.6% | $38,425+62.3% | $42,949+45.2% |
| Participant deferral / active EE | $0 | $367-100.0% | $315-100.0% | $153-100.0% |
| Admin fee / account holder | $0 | $15,092-100.0% | $15,697-100.0% | $12,572-100.0% |