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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 | $41,911 | $258,723-83.8% | $247,553-83.1% | $285,997-85.3% |
| Participation rate | 100.0% | 61.8%+38.2pp | 50.4%+49.6pp | 55.8%+44.2pp |
| Annual return | 6.92% | 34.49%-27.6pp | 32.33%-25.4pp | 24.44%-17.5pp |
| Employer contribution / active EE | $14,700 | $36,001-59.2% | $33,960-56.7% | $41,348-64.4% |
| Participant deferral / active EE | $0 | $42-100.0% | $43-100.0% | $55-100.0% |
| Admin fee / account holder | $109 | $10,641-99.0% | $10,141-98.9% | $22,013-99.5% |