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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 | $211,492 | $160,548+31.7% | $145,218+45.6% | $233,076-9.3% |
| Participation rate | 100.0% | 23.9%+76.1pp | 20.5%+79.5pp | 46.4%+53.6pp |
| Annual return | -4.81% | -0.62%-4.2pp | -0.67%-4.1pp | -82.66%+77.9pp |
| Employer contribution / active EE | $6,354 | $37,810-83.2% | $31,731-80.0% | $43,771-85.5% |
| Participant deferral / active EE | $11,488 | $456+2417.4% | $473+2327.1% | $103+11086.3% |
| Admin fee / account holder | $53 | $36,086-99.9% | $28,383-99.8% | $11,204-99.5% |