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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 | $27,601 | $39,669-30.4% | $329,695-91.6% | $52,198-47.1% |
| Participation rate | 100.0% | 26.5%+73.5pp | 43.4%+56.6pp | 11.0%+89.0pp |
| Annual return | 0.00% | 8.12%-8.1pp | 9.82%-9.8pp | 8.21%-8.2pp |
| Employer contribution / active EE | $27,724 | $16,766+65.4% | $30,322-8.6% | $13,841+100.3% |
| Participant deferral / active EE | $0 | $33-100.0% | $66-100.0% | $62-100.0% |
| Admin fee / account holder | $4 | $435-99.0% | $53,840-100.0% | $1,652-99.7% |