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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 | $45,533 | $142,100-68.0% | $353,945-87.1% | $254,173-82.1% |
| Participation rate | 100.0% | 33.3%+66.7pp | 20.8%+79.2pp | 43.0%+57.0pp |
| Annual return | 0.00% | 9.86%-9.9pp | 10.57%-10.6pp | 259.17%-259.2pp |
| Employer contribution / active EE | $45,533 | $37,630+21.0% | $29,483+54.4% | $41,471+9.8% |
| Participant deferral / active EE | $0 | $54-100.0% | $150-100.0% | $153-100.0% |
| Admin fee / account holder | $0 | $505-100.0% | $2,009-100.0% | $21,502-100.0% |