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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 | $38,131 | $223,143-82.9% | $209,859-81.8% | $237,064-83.9% |
| Participation rate | 100.0% | 54.7%+45.3pp | 42.7%+57.3pp | 45.6%+54.4pp |
| Annual return | 2.90% | 4.44%-1.5pp | 4.16%-1.3pp | 4.16%-1.3pp |
| Employer contribution / active EE | $18,671 | $38,002-50.9% | $29,966-37.7% | $42,918-56.5% |
| Participant deferral / active EE | $0 | $147-100.0% | $145-100.0% | $128-100.0% |
| Admin fee / account holder | $0 | $15,395-100.0% | $13,952-100.0% | $21,465-100.0% |