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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 | $43,038 | $262,251-83.6% | $250,986-82.9% | $287,034-85.0% |
| Participation rate | 100.0% | 61.9%+38.1pp | 50.6%+49.4pp | 55.9%+44.1pp |
| Annual return | 8.10% | 34.49%-26.4pp | 32.33%-24.2pp | 24.44%-16.3pp |
| Employer contribution / active EE | $13,373 | $35,997-62.9% | $33,956-60.6% | $41,344-67.7% |
| Participant deferral / active EE | $0 | $42-100.0% | $43-100.0% | $55-100.0% |
| Admin fee / account holder | $252 | $10,641-97.6% | $10,141-97.5% | $22,013-98.9% |