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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 | $46,221 | $198,945-76.8% | $184,886-75.0% | $248,183-81.4% |
| Participation rate | 100.0% | 57.2%+42.8pp | 47.1%+52.9pp | 45.9%+54.1pp |
| Annual return | 3.67% | 7.15%-3.5pp | 8.32%-4.7pp | 10.21%-6.5pp |
| Employer contribution / active EE | $23,345 | $38,756-39.8% | $30,793-24.2% | $42,272-44.8% |
| Participant deferral / active EE | $0 | $84-100.0% | $90-100.0% | $121-100.0% |
| Admin fee / account holder | $47 | $3,060-98.5% | $2,802-98.3% | $13,518-99.7% |