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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 | $38,559 | $258,723-85.1% | $247,553-84.4% | $285,997-86.5% |
| Participation rate | 100.0% | 61.8%+38.2pp | 50.4%+49.6pp | 55.8%+44.2pp |
| Annual return | 9.71% | 34.49%-24.8pp | 32.33%-22.6pp | 24.44%-14.7pp |
| Employer contribution / active EE | $23,913 | $36,001-33.6% | $33,960-29.6% | $41,348-42.2% |
| Participant deferral / active EE | $0 | $42-100.0% | $43-100.0% | $55-100.0% |
| Admin fee / account holder | $139 | $10,641-98.7% | $10,141-98.6% | $22,013-99.4% |