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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 | $46,457 | $212,470-78.1% | $428,620-89.2% | $254,542-81.7% |
| Participation rate | 100.0% | 52.4%+47.6pp | 46.0%+54.0pp | 47.3%+52.7pp |
| Annual return | 22.34% | 21.43%+0.9pp | 20.73%+1.6pp | 12.16%+10.2pp |
| Employer contribution / active EE | $23,110 | $39,472-41.5% | $36,503-36.7% | $44,747-48.4% |
| Participant deferral / active EE | $0 | $80-100.0% | $77-100.0% | $170-100.0% |
| Admin fee / account holder | $0 | $5,476-100.0% | $7,495-100.0% | $17,640-100.0% |