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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 | $215,704 | $468,422-54.0% | $468,422-54.0% | $339,457-36.5% |
| Participation rate | 71.4% | 51.6%+19.8pp | 30.5%+40.9pp | 43.9%+27.5pp |
| Annual return | 0.00% | 6.31%-6.3pp | 6.74%-6.7pp | 13.05%-13.0pp |
| Employer contribution / active EE | $148,857 | $48,172+209.0% | $43,785+240.0% | $37,651+295.4% |
| Participant deferral / active EE | $0 | $29-100.0% | $44-100.0% | $48-100.0% |
| Admin fee / account holder | $0 | $1,988-100.0% | $1,988-100.0% | $31,074-100.0% |