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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 | $31,350 | $179,235-82.5% | $161,646-80.6% | $254,542-87.7% |
| Participation rate | 100.0% | 19.5%+80.5pp | 15.5%+84.5pp | 47.4%+52.6pp |
| Annual return | 10.28% | 12.78%-2.5pp | 12.93%-2.6pp | 12.16%-1.9pp |
| Employer contribution / active EE | $14,156 | $42,142-66.4% | $35,210-59.8% | $44,747-68.4% |
| Participant deferral / active EE | $0 | $435-100.0% | $458-100.0% | $170-100.0% |
| Admin fee / account holder | $80 | $5,275-98.5% | $4,659-98.3% | $17,640-99.5% |