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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 | $27,159 | $355,857-92.4% | $334,483-91.9% | $405,731-93.3% |
| Participation rate | 100.0% | 97.2%+2.8pp | 97.3%+2.7pp | 91.9%+8.1pp |
| Annual return | 0.32% | -1.24%+1.6pp | -1.01%+1.3pp | 4.30%-4.0pp |
| Employer contribution / active EE | $0 | $20,736-100.0% | $20,696-100.0% | $26,636-100.0% |
| Participant deferral / active EE | $0 | $9,955-100.0% | $9,704-100.0% | $5,788-100.0% |
| Admin fee / account holder | $0 | $10,401-100.0% | $15,151-100.0% | $12,997-100.0% |