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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 | $206,856 | $352,342-41.3% | $336,864-38.6% | $233,076-11.2% |
| Participation rate | 100.0% | 37.5%+62.5pp | 27.8%+72.2pp | 46.4%+53.6pp |
| Annual return | -7.17% | -3.41%-3.8pp | -3.29%-3.9pp | -82.67%+75.5pp |
| Employer contribution / active EE | $55,949 | $41,836+33.7% | $36,762+52.2% | $43,771+27.8% |
| Participant deferral / active EE | $0 | $12-100.0% | $11-100.0% | $103-100.0% |
| Admin fee / account holder | $0 | $6,977-100.0% | $6,121-100.0% | $11,204-100.0% |