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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 | $50,933 | $346,414-85.3% | $336,625-84.9% | $254,542-80.0% |
| Participation rate | 100.0% | 53.3%+46.7pp | 51.5%+48.5pp | 47.4%+52.6pp |
| Annual return | 0.00% | 10.29%-10.3pp | 10.36%-10.4pp | 12.16%-12.2pp |
| Employer contribution / active EE | $50,933 | $54,462-6.5% | $52,561-3.1% | $44,747+13.8% |
| Participant deferral / active EE | $0 | $75-100.0% | $77-100.0% | $170-100.0% |
| Admin fee / account holder | $0 | $7,619-100.0% | $7,349-100.0% | $17,640-100.0% |