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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 | $26,046 | $209,212-87.6% | $18,392,177-99.9% | $237,064-89.0% |
| Participation rate | 100.0% | 56.6%+43.4pp | 37.5%+62.5pp | 45.6%+54.4pp |
| Annual return | 0.00% | 1.57%-1.6pp | 3.99%-4.0pp | 4.16%-4.2pp |
| Employer contribution / active EE | $23,280 | $47,181-50.7% | $38,279-39.2% | $42,918-45.8% |
| Participant deferral / active EE | $0 | $138-100.0% | $386-100.0% | $128-100.0% |
| Admin fee / account holder | $15 | $8,510-99.8% | $140,034-100.0% | $21,465-99.9% |