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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 | $81,717 | $33,081+147.0% | $53,690+52.2% | $349,369-76.6% |
| Participation rate | 100.0% | 25.0%+75.0pp | 8.6%+91.4pp | 44.4%+55.6pp |
| Annual return | -9.20% | 0.10%-9.3pp | -4.80%-4.4pp | -14.65%+5.4pp |
| Employer contribution / active EE | $0 | $45,650-100.0% | $30,897-100.0% | $46,321-100.0% |
| Participant deferral / active EE | $0 | $30-100.0% | $64-100.0% | $60-100.0% |
| Admin fee / account holder | $212 | $51,060-99.6% | $40,849-99.5% | $14,582-98.5% |