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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 | $53,702 | $239,436-77.6% | $227,282-76.4% | $286,788-81.3% |
| Participation rate | 100.0% | 42.0%+58.0pp | 35.4%+64.6pp | 37.6%+62.4pp |
| Annual return | 0.00% | 10.53%-10.5pp | 10.75%-10.7pp | 9.30%-9.3pp |
| Employer contribution / active EE | $53,702 | $37,410+43.6% | $35,170+52.7% | $43,748+22.8% |
| Participant deferral / active EE | $0 | $82-100.0% | $82-100.0% | $83-100.0% |
| Admin fee / account holder | $0 | $4,800-100.0% | $4,611-100.0% | $12,596-100.0% |