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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 | $37,410 | $286,961-87.0% | $286,961-87.0% | $237,064-84.2% |
| Participation rate | 100.0% | 40.0%+60.0pp | 13.3%+86.7pp | 45.6%+54.4pp |
| Annual return | 17.32% | 0.33%+17.0pp | 2.61%+14.7pp | 4.16%+13.2pp |
| Employer contribution / active EE | $38,680 | $31,805+21.6% | $24,109+60.4% | $42,918-9.9% |
| Participant deferral / active EE | $0 | $0 | $17-100.0% | $128-100.0% |
| Admin fee / account holder | $148 | $1480% | $1480% | $21,465-99.3% |