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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 | $84,464 | $280,823-69.9% | $256,363-67.1% | $340,936-75.2% |
| Participation rate | 0.0% | 47.1%-47.1pp | 34.2%-34.2pp | 31.0%-31.0pp |
| Annual return | 10.06% | 5.23%+4.8pp | 5.46%+4.6pp | 14.18%-4.1pp |
| Employer contribution / active EE | $0 | $30,302-100.0% | $28,604-100.0% | $33,339-100.0% |
| Participant deferral / active EE | $0 | $13-100.0% | $20-100.0% | $68-100.0% |
| Admin fee / account holder | $0 | $8,668-100.0% | $6,551-100.0% | $17,688-100.0% |