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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 | $44,874 | $202,389-77.8% | $198,173-77.4% | $248,183-81.9% |
| Participation rate | 100.0% | 48.7%+51.3pp | 42.0%+58.0pp | 45.9%+54.1pp |
| Annual return | 3.91% | 9.90%-6.0pp | 10.16%-6.3pp | 10.21%-6.3pp |
| Employer contribution / active EE | $22,090 | $36,071-38.8% | $33,192-33.4% | $42,272-47.7% |
| Participant deferral / active EE | $0 | $65-100.0% | $66-100.0% | $121-100.0% |
| Admin fee / account holder | $25 | $7,397-99.7% | $7,531-99.7% | $13,518-99.8% |