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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 | $59,432 | $225,449-73.6% | $219,466-72.9% | $237,064-74.9% |
| Participation rate | 100.0% | 50.3%+49.7pp | 44.6%+55.4pp | 45.6%+54.4pp |
| Annual return | 7.95% | 4.17%+3.8pp | 5.00%+3.0pp | 4.16%+3.8pp |
| Employer contribution / active EE | $37,500 | $39,228-4.4% | $35,918+4.4% | $42,918-12.6% |
| Participant deferral / active EE | $0 | $74-100.0% | $75-100.0% | $128-100.0% |
| Admin fee / account holder | $269 | $13,772-98.0% | $13,204-98.0% | $21,465-98.7% |