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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 | $41,857 | $265,195-84.2% | $422,209-90.1% | $285,997-85.4% |
| Participation rate | 100.0% | 49.8%+50.2pp | 23.3%+76.7pp | 55.8%+44.2pp |
| Annual return | 4.51% | 13.43%-8.9pp | 12.68%-8.2pp | 24.44%-19.9pp |
| Employer contribution / active EE | $13,465 | $48,153-72.0% | $41,609-67.6% | $41,348-67.4% |
| Participant deferral / active EE | $0 | $98-100.0% | $96-100.0% | $55-100.0% |
| Admin fee / account holder | $0 | $2,528-100.0% | $10,609-100.0% | $22,013-100.0% |