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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 | $153,650 | $398,892-61.5% | $398,892-61.5% | $285,997-46.3% |
| Participation rate | 100.0% | 64.6%+35.4pp | 54.1%+45.9pp | 55.8%+44.2pp |
| Annual return | 0.00% | 8.30%-8.3pp | 8.54%-8.5pp | 24.44%-24.4pp |
| Employer contribution / active EE | $153,650 | $41,025+274.5% | $37,153+313.6% | $41,348+271.6% |
| Participant deferral / active EE | $0 | $20-100.0% | $18-100.0% | $55-100.0% |
| Admin fee / account holder | $0 | $77,551-100.0% | $77,551-100.0% | $22,013-100.0% |