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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 | $79,863 | $231,535-65.5% | $231,535-65.5% | $418,949-80.9% |
| Participation rate | 100.0% | 62.5%+37.5pp | 45.5%+54.5pp | 35.7%+64.3pp |
| Annual return | 5.37% | 12.59%-7.2pp | 12.92%-7.5pp | 15.19%-9.8pp |
| Employer contribution / active EE | $24,609 | $27,595-10.8% | $24,425+0.8% | $34,877-29.4% |
| Participant deferral / active EE | $0 | $19-100.0% | $18-100.0% | $86-100.0% |
| Admin fee / account holder | $79 | $262,349-100.0% | $262,349-100.0% | $50,584-99.8% |