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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 | $35,140 | $290,873-87.9% | $290,873-87.9% | $330,599-89.4% |
| Participation rate | 100.0% | 31.3%+68.8pp | 27.8%+72.2pp | 43.7%+56.3pp |
| Annual return | 2.76% | 6.78%-4.0pp | 7.19%-4.4pp | 13.05%-10.3pp |
| Employer contribution / active EE | $13,965 | $39,638-64.8% | $35,958-61.2% | $37,664-62.9% |
| Participant deferral / active EE | $0 | $156-100.0% | $162-100.0% | $48-100.0% |
| Admin fee / account holder | $0 | $1,724-100.0% | $1,724-100.0% | $31,365-100.0% |