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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 | $51,429 | $39,669+29.6% | $329,695-84.4% | $52,198-1.5% |
| Participation rate | 100.0% | 26.5%+73.5pp | 43.4%+56.6pp | 11.0%+89.0pp |
| Annual return | 10.00% | 8.11%+1.9pp | 9.82%+0.2pp | 8.21%+1.8pp |
| Employer contribution / active EE | $0 | $16,749-100.0% | $30,311-100.0% | $13,837-100.0% |
| Participant deferral / active EE | $0 | $33-100.0% | $66-100.0% | $62-100.0% |
| Admin fee / account holder | $0 | $435-100.0% | $53,840-100.0% | $1,652-100.0% |