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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 | $27,576 | $142,816-80.7% | $128,366-78.5% | $248,183-88.9% |
| Participation rate | 100.0% | 22.2%+77.8pp | 19.3%+80.7pp | 45.9%+54.1pp |
| Annual return | 15.41% | 8.48%+6.9pp | 9.39%+6.0pp | 10.21%+5.2pp |
| Employer contribution / active EE | $0 | $40,983-100.0% | $33,466-100.0% | $42,272-100.0% |
| Participant deferral / active EE | $22,732 | $682+3231.7% | $657+3358.7% | $121+18733.2% |
| Admin fee / account holder | $20 | $2,425-99.2% | $2,132-99.1% | $13,518-99.9% |