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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 | $50,742 | $116,289-56.4% | $106,128-52.2% | $330,599-84.7% |
| Participation rate | 100.0% | 17.5%+82.5pp | 12.2%+87.8pp | 43.7%+56.3pp |
| Annual return | 3.51% | 3.50%0pp | 5.16%-1.7pp | 13.05%-9.5pp |
| Employer contribution / active EE | $25,000 | $33,977-26.4% | $26,446-5.5% | $37,652-33.6% |
| Participant deferral / active EE | $0 | $42-100.0% | $78-100.0% | $48-100.0% |
| Admin fee / account holder | $10 | $22,109-100.0% | $16,625-99.9% | $31,365-100.0% |