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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 | $36,210 | $262,251-86.2% | $250,986-85.6% | $287,075-87.4% |
| Participation rate | 100.0% | 61.9%+38.1pp | 50.6%+49.4pp | 55.8%+44.2pp |
| Annual return | 8.92% | 34.46%-25.5pp | 32.30%-23.4pp | 24.43%-15.5pp |
| Employer contribution / active EE | $16,816 | $35,999-53.3% | $33,959-50.5% | $41,342-59.3% |
| Participant deferral / active EE | $0 | $42-100.0% | $43-100.0% | $55-100.0% |
| Admin fee / account holder | $62 | $10,641-99.4% | $10,141-99.4% | $22,079-99.7% |