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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 | $72,095 | $116,289-38.0% | $106,128-32.1% | $330,599-78.2% |
| Participation rate | 84.6% | 17.5%+67.1pp | 12.2%+72.4pp | 43.7%+40.9pp |
| Annual return | 7.45% | 3.31%+4.1pp | 5.04%+2.4pp | 13.05%-5.6pp |
| Employer contribution / active EE | $0 | $33,999-100.0% | $26,454-100.0% | $37,664-100.0% |
| Participant deferral / active EE | $0 | $42-100.0% | $78-100.0% | $48-100.0% |
| Admin fee / account holder | $0 | $22,109-100.0% | $16,625-100.0% | $31,365-100.0% |