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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 | $44,828 | $748,074-94.0% | $676,505-93.4% | $859,867-94.8% |
| Participation rate | 100.0% | 76.2%+23.8pp | 71.4%+28.6pp | 85.0%+15.0pp |
| Annual return | 7.58% | 6.06%+1.5pp | 7.76%-0.2pp | 11.50%-3.9pp |
| Employer contribution / active EE | $0 | $13,604-100.0% | $12,651-100.0% | $22,247-100.0% |
| Participant deferral / active EE | $2,323 | $2,901-19.9% | $2,707-14.2% | $7,004-66.8% |
| Admin fee / account holder | $0 | $17,199-100.0% | $15,480-100.0% | $31,890-100.0% |