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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 | $37,159 | $224,669-83.5% | $202,297-81.6% | $285,997-87.0% |
| Participation rate | 100.0% | 75.5%+24.5pp | 52.5%+47.5pp | 55.8%+44.2pp |
| Annual return | 9.94% | 14.33%-4.4pp | 14.20%-4.3pp | 24.44%-14.5pp |
| Employer contribution / active EE | $0 | $33,894-100.0% | $29,473-100.0% | $41,348-100.0% |
| Participant deferral / active EE | $0 | $136-100.0% | $125-100.0% | $55-100.0% |
| Admin fee / account holder | $105 | $9,002-98.8% | $7,524-98.6% | $22,013-99.5% |