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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 | $66,993 | $206,041-67.5% | $201,416-66.7% | $330,599-79.7% |
| Participation rate | 100.0% | 56.3%+43.7pp | 32.7%+67.3pp | 43.7%+56.3pp |
| Annual return | 3.07% | 7.46%-4.4pp | 8.10%-5.0pp | 13.05%-10.0pp |
| Employer contribution / active EE | $27,276 | $34,689-21.4% | $28,649-4.8% | $37,664-27.6% |
| Participant deferral / active EE | $0 | $2-100.0% | $10-100.0% | $48-100.0% |
| Admin fee / account holder | $234 | $63,103-99.6% | $60,136-99.6% | $31,365-99.3% |