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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 | $54,459 | $225,449-75.8% | $219,466-75.2% | $237,064-77.0% |
| Participation rate | 90.0% | 50.3%+39.7pp | 44.6%+45.4pp | 45.6%+44.4pp |
| Annual return | 2.77% | 4.17%-1.4pp | 5.00%-2.2pp | 4.16%-1.4pp |
| Employer contribution / active EE | $25,000 | $39,228-36.3% | $35,918-30.4% | $42,918-41.7% |
| Participant deferral / active EE | $0 | $74-100.0% | $75-100.0% | $128-100.0% |
| Admin fee / account holder | $265 | $13,772-98.1% | $13,204-98.0% | $21,465-98.8% |