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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 | $19,890 | $20,840-4.6% | $50,635-60.7% | $317,036-93.7% |
| Participation rate | 100.0% | 9.5%+90.5pp | 6.0%+94.0pp | 13.0%+87.0pp |
| Annual return | 8.39% | 13.58%-5.2pp | 18.06%-9.7pp | 13.59%-5.2pp |
| Employer contribution / active EE | $7,119 | $15,445-53.9% | $30,411-76.6% | $14,592-51.2% |
| Participant deferral / active EE | $0 | $70-100.0% | $40-100.0% | $67-100.0% |
| Admin fee / account holder | $121 | $139-13.0% | $1,675-92.8% | $29,657-99.6% |