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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 | $36,535 | $331,632-89.0% | $331,632-89.0% | $287,075-87.3% |
| Participation rate | 100.0% | 70.0%+30.0pp | 48.3%+51.7pp | 55.8%+44.2pp |
| Annual return | 0.00% | 10.22%-10.2pp | 10.59%-10.6pp | 24.43%-24.4pp |
| Employer contribution / active EE | $36,833 | $49,235-25.2% | $43,976-16.2% | $41,342-10.9% |
| Participant deferral / active EE | $0 | $161-100.0% | $166-100.0% | $55-100.0% |
| Admin fee / account holder | $0 | $25,063-100.0% | $25,063-100.0% | $22,079-100.0% |