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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 | $38,536 | $57,974-33.5% | $105,290-63.4% | $49,655-22.4% |
| Participation rate | 100.0% | 24.0%+76.0pp | 13.5%+86.5pp | 18.6%+81.4pp |
| Annual return | 4.85% | 9.14%-4.3pp | 64.50%-59.6pp | 9.77%-4.9pp |
| Employer contribution / active EE | $22,557 | $21,902+3.0% | $23,990-6.0% | $13,890+62.4% |
| Participant deferral / active EE | $0 | $0 | $287-100.0% | $102-100.0% |
| Admin fee / account holder | $0 | $1,488-100.0% | $4,431-100.0% | $2,893-100.0% |