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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 | $131,632 | $153,781-14.4% | $165,322-20.4% | $254,510-48.3% |
| Participation rate | 100.0% | 41.6%+58.4pp | 32.5%+67.5pp | 43.0%+57.0pp |
| Annual return | 1.54% | 7.89%-6.3pp | 8.01%-6.5pp | 259.14%-257.6pp |
| Employer contribution / active EE | $11,315 | $36,824-69.3% | $29,475-61.6% | $41,471-72.7% |
| Participant deferral / active EE | $0 | $817-100.0% | $735-100.0% | $153-100.0% |
| Admin fee / account holder | $0 | $217-100.0% | $637-100.0% | $21,546-100.0% |