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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 | $42,814 | $162,803-73.7% | $473,625-91.0% | $285,997-85.0% |
| Participation rate | 80.0% | 73.7%+6.3pp | 37.3%+42.7pp | 55.8%+24.2pp |
| Annual return | 0.00% | 17.22%-17.2pp | 20.18%-20.2pp | 24.44%-24.4pp |
| Employer contribution / active EE | $38,533 | $35,410+8.8% | $29,108+32.4% | $41,348-6.8% |
| Participant deferral / active EE | $0 | $6-100.0% | $6-100.0% | $55-100.0% |
| Admin fee / account holder | $0 | $1,223-100.0% | $2,262-100.0% | $22,013-100.0% |