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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 | $39,918 | $380,050-89.5% | $322,681-87.6% | $237,064-83.2% |
| Participation rate | 100.0% | 34.9%+65.1pp | 27.6%+72.4pp | 45.6%+54.4pp |
| Annual return | 0.00% | 3.71%-3.7pp | 4.07%-4.1pp | 4.16%-4.2pp |
| Employer contribution / active EE | $39,917 | $41,545-3.9% | $36,235+10.2% | $42,918-7.0% |
| Participant deferral / active EE | $0 | $240-100.0% | $215-100.0% | $128-100.0% |
| Admin fee / account holder | $0 | $8,300-100.0% | $7,128-100.0% | $21,465-100.0% |