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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 | $79,132 | $226,918-65.1% | $226,918-65.1% | $418,949-81.1% |
| Participation rate | 100.0% | 21.9%+78.1pp | 19.4%+80.6pp | 35.7%+64.3pp |
| Annual return | 20.12% | 8.21%+11.9pp | 8.54%+11.6pp | 15.19%+4.9pp |
| Employer contribution / active EE | $0 | $27,703-100.0% | $26,203-100.0% | $34,877-100.0% |
| Participant deferral / active EE | $11,920 | $255+4576.9% | $449+2557.0% | $86+13825.4% |
| Admin fee / account holder | $0 | $16,566-100.0% | $16,566-100.0% | $50,584-100.0% |