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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 | $24,739 | $385,501-93.6% | $350,496-92.9% | $248,183-90.0% |
| Participation rate | 100.0% | 44.6%+55.4pp | 31.4%+68.6pp | 45.9%+54.1pp |
| Annual return | 9.00% | 13.23%-4.2pp | 12.88%-3.9pp | 10.21%-1.2pp |
| Employer contribution / active EE | $17,953 | $45,589-60.6% | $40,010-55.1% | $42,272-57.5% |
| Participant deferral / active EE | $0 | $72-100.0% | $66-100.0% | $121-100.0% |
| Admin fee / account holder | $40 | $7,618-99.5% | $7,226-99.4% | $13,518-99.7% |