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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 | $190,327 | $224,372-15.2% | $219,333-13.2% | $222,458-14.4% |
| Participation rate | 100.0% | 47.3%+52.7pp | 42.3%+57.7pp | 48.7%+51.3pp |
| Annual return | -0.45% | -2.14%+1.7pp | -2.01%+1.6pp | -2.16%+1.7pp |
| Employer contribution / active EE | $49,000 | $37,296+31.4% | $34,453+42.2% | $42,949+14.1% |
| Participant deferral / active EE | $0 | $32-100.0% | $34-100.0% | $153-100.0% |
| Admin fee / account holder | $0 | $5,081-100.0% | $5,362-100.0% | $12,572-100.0% |