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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 | $26,852 | $76,418-64.9% | $350,496-92.3% | $46,757-42.6% |
| Participation rate | 100.0% | 16.7%+83.3pp | 31.4%+68.6pp | 11.3%+88.7pp |
| Annual return | 7.17% | 10.91%-3.7pp | 12.88%-5.7pp | 10.41%-3.2pp |
| Employer contribution / active EE | $12,345 | $12,279+0.5% | $40,010-69.1% | $14,691-16.0% |
| Participant deferral / active EE | $0 | $9-100.0% | $66-100.0% | $58-100.0% |
| Admin fee / account holder | $84 | $4,558-98.2% | $7,226-98.8% | $2,646-96.8% |