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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 | $174,383 | $293,167-40.5% | $373,805-53.3% | $254,173-31.4% |
| Participation rate | 100.0% | 39.4%+60.6pp | 18.9%+81.1pp | 43.0%+57.0pp |
| Annual return | 4.99% | 8.90%-3.9pp | 9.52%-4.5pp | 259.17%-254.2pp |
| Employer contribution / active EE | $22,917 | $50,076-54.2% | $41,951-45.4% | $41,471-44.7% |
| Participant deferral / active EE | $0 | $16-100.0% | $18-100.0% | $153-100.0% |
| Admin fee / account holder | $81 | $1,317-93.9% | $1,512-94.7% | $21,502-99.6% |