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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 | $92,520 | $212,470-56.5% | $428,620-78.4% | $254,542-63.7% |
| Participation rate | 100.0% | 52.4%+47.6pp | 46.0%+54.0pp | 47.3%+52.7pp |
| Annual return | 5.64% | 21.43%-15.8pp | 20.73%-15.1pp | 12.16%-6.5pp |
| Employer contribution / active EE | $13,002 | $39,472-67.1% | $36,503-64.4% | $44,747-70.9% |
| Participant deferral / active EE | $0 | $80-100.0% | $77-100.0% | $170-100.0% |
| Admin fee / account holder | $180 | $5,476-96.7% | $7,495-97.6% | $17,640-99.0% |