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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 | $57,972 | $315,650-81.6% | $308,621-81.2% | $338,137-82.9% |
| Participation rate | 100.0% | 63.2%+36.8pp | 57.6%+42.4pp | 43.9%+56.1pp |
| Annual return | 3.95% | 8.11%-4.2pp | 8.05%-4.1pp | 13.05%-9.1pp |
| Employer contribution / active EE | $20,000 | $44,185-54.7% | $42,683-53.1% | $37,647-46.9% |
| Participant deferral / active EE | $0 | $40-100.0% | $71-100.0% | $49-100.0% |
| Admin fee / account holder | $0 | $9,132-100.0% | $8,774-100.0% | $30,946-100.0% |