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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 | $133,386 | $195,758-31.9% | $182,032-26.7% | $287,034-53.5% |
| Participation rate | 100.0% | 25.1%+74.9pp | 13.4%+86.6pp | 55.9%+44.1pp |
| Annual return | 12.64% | 3.70%+8.9pp | 7.69%+5.0pp | 24.44%-11.8pp |
| Employer contribution / active EE | $18,856 | $38,258-50.7% | $28,501-33.8% | $41,344-54.4% |
| Participant deferral / active EE | $0 | $2-100.0% | $49-100.0% | $55-100.0% |
| Admin fee / account holder | $0 | $61,373-100.0% | $51,246-100.0% | $22,013-100.0% |