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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 | $134,853 | $381,452-64.6% | $381,452-64.6% | $287,034-53.0% |
| Participation rate | 100.0% | 60.0%+40.0pp | 33.3%+66.7pp | 55.9%+44.1pp |
| Annual return | 7.99% | 8.63%-0.6pp | 7.47%+0.5pp | 24.44%-16.5pp |
| Employer contribution / active EE | $31,159 | $53,313-41.6% | $44,557-30.1% | $41,344-24.6% |
| Participant deferral / active EE | $0 | $147-100.0% | $182-100.0% | $55-100.0% |
| Admin fee / account holder | $296 | $3,849-92.3% | $3,849-92.3% | $22,013-98.7% |