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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 | $33,097 | $268,458-87.7% | $264,156-87.5% | $237,064-86.0% |
| Participation rate | 100.0% | 50.9%+49.1pp | 45.6%+54.4pp | 45.6%+54.4pp |
| Annual return | 0.00% | 4.72%-4.7pp | 4.74%-4.7pp | 4.16%-4.2pp |
| Employer contribution / active EE | $33,333 | $48,881-31.8% | $46,220-27.9% | $42,918-22.3% |
| Participant deferral / active EE | $0 | $242-100.0% | $248-100.0% | $128-100.0% |
| Admin fee / account holder | $142 | $12,218-98.8% | $12,050-98.8% | $21,465-99.3% |