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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 | $54,590 | $225,449-75.8% | $219,466-75.1% | $237,064-77.0% |
| Participation rate | 100.0% | 50.3%+49.7pp | 44.6%+55.4pp | 45.6%+54.4pp |
| Annual return | 0.00% | 4.17%-4.2pp | 5.00%-5.0pp | 4.16%-4.2pp |
| Employer contribution / active EE | $54,467 | $39,228+38.8% | $35,918+51.6% | $42,918+26.9% |
| Participant deferral / active EE | $0 | $74-100.0% | $75-100.0% | $128-100.0% |
| Admin fee / account holder | $61 | $13,772-99.6% | $13,204-99.5% | $21,465-99.7% |