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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 | $14,286 | $262,251-94.6% | $250,986-94.3% | $287,034-95.0% |
| Participation rate | 100.0% | 61.9%+38.1pp | 50.6%+49.4pp | 55.9%+44.1pp |
| Annual return | 23.35% | 34.49%-11.1pp | 32.33%-9.0pp | 24.44%-1.1pp |
| Employer contribution / active EE | $8,481 | $35,997-76.4% | $33,956-75.0% | $41,344-79.5% |
| Participant deferral / active EE | $0 | $42-100.0% | $43-100.0% | $55-100.0% |
| Admin fee / account holder | $144 | $10,641-98.7% | $10,141-98.6% | $22,013-99.3% |