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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 | $81,292 | $253,814-68.0% | $226,711-64.1% | $222,458-63.5% |
| Participation rate | 100.0% | 61.5%+38.5pp | 48.3%+51.7pp | 48.7%+51.3pp |
| Annual return | -3.31% | -1.65%-1.7pp | -1.71%-1.6pp | -2.16%-1.1pp |
| Employer contribution / active EE | $5,700 | $52,988-89.2% | $45,357-87.4% | $42,949-86.7% |
| Participant deferral / active EE | $0 | $180-100.0% | $175-100.0% | $153-100.0% |
| Admin fee / account holder | $64 | $8,341-99.2% | $7,161-99.1% | $12,572-99.5% |