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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 | $23,885 | $458,700-94.8% | $458,700-94.8% | $339,457-93.0% |
| Participation rate | 91.7% | 46.5%+45.1pp | 39.9%+51.8pp | 43.9%+47.7pp |
| Annual return | 0.00% | 8.41%-8.4pp | 8.59%-8.6pp | 13.05%-13.0pp |
| Employer contribution / active EE | $25,875 | $36,698-29.5% | $33,035-21.7% | $37,651-31.3% |
| Participant deferral / active EE | $0 | $9-100.0% | $8-100.0% | $48-100.0% |
| Admin fee / account holder | $0 | $33,172-100.0% | $33,172-100.0% | $31,074-100.0% |