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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 | $67,498 | $142,459-52.6% | $110,523-38.9% | $237,064-71.5% |
| Participation rate | 100.0% | 67.9%+32.1pp | 47.6%+52.4pp | 45.6%+54.4pp |
| Annual return | 5.33% | 0.75%+4.6pp | 1.69%+3.6pp | 4.16%+1.2pp |
| Employer contribution / active EE | $42,565 | $33,373+27.5% | $24,295+75.2% | $42,918-0.8% |
| Participant deferral / active EE | $0 | $1,105-100.0% | $1,031-100.0% | $128-100.0% |
| Admin fee / account holder | $0 | $905-100.0% | $1,392-100.0% | $21,465-100.0% |