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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 | $66,013 | $171,008-61.4% | $163,428-59.6% | $287,034-77.0% |
| Participation rate | 100.0% | 20.1%+79.9pp | 15.9%+84.1pp | 55.9%+44.1pp |
| Annual return | 21.30% | 9.19%+12.1pp | 9.36%+11.9pp | 24.44%-3.1pp |
| Employer contribution / active EE | $0 | $35,866-100.0% | $31,270-100.0% | $41,344-100.0% |
| Participant deferral / active EE | $14,901 | $149+9916.1% | $263+5555.5% | $55+26782.4% |
| Admin fee / account holder | $0 | $10,697-100.0% | $9,460-100.0% | $22,013-100.0% |