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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 | $24,329 | $266,915-90.9% | $319,010-92.4% | $349,369-93.0% |
| Participation rate | 100.0% | 55.4%+44.6pp | 47.0%+53.0pp | 44.4%+55.6pp |
| Annual return | 0.24% | 12.39%-12.1pp | 10.22%-10.0pp | -14.65%+14.9pp |
| Employer contribution / active EE | $16,244 | $53,662-69.7% | $51,205-68.3% | $46,321-64.9% |
| Participant deferral / active EE | $0 | $126-100.0% | $129-100.0% | $60-100.0% |
| Admin fee / account holder | $26 | $9,726-99.7% | $10,810-99.8% | $14,582-99.8% |