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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 | $88,874 | $88,8740% | $179,823-50.6% | $52,198+70.3% |
| Participation rate | 100.0% | 33.3%+66.7pp | 42.1%+57.9pp | 11.0%+89.0pp |
| Annual return | 7.49% | 7.34%+0.2pp | 148.78%-141.3pp | 8.21%-0.7pp |
| Employer contribution / active EE | $0 | $7,073-100.0% | $26,858-100.0% | $13,841-100.0% |
| Participant deferral / active EE | $0 | $0 | $63-100.0% | $62-100.0% |
| Admin fee / account holder | $0 | $1,652-100.0% | $1,660-100.0% | $1,652-100.0% |