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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 | $38,310 | $267,499-85.7% | $202,856-81.1% | $418,949-90.9% |
| Participation rate | 100.0% | 25.0%+75.0pp | 21.4%+78.6pp | 35.7%+64.3pp |
| Annual return | 11.59% | 10.44%+1.1pp | 10.21%+1.4pp | 15.19%-3.6pp |
| Employer contribution / active EE | $3,049 | $39,006-92.2% | $37,040-91.8% | $34,877-91.3% |
| Participant deferral / active EE | $6,098 | $61+9943.6% | $95+6348.6% | $86+7024.2% |
| Admin fee / account holder | $0 | $4,706-100.0% | $2,923-100.0% | $50,584-100.0% |