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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 | $88,648-9.9% | $88,648-9.9% | $328,120-75.7% |
| Participation rate | 100.0% | 50.0%+50.0pp | 37.5%+62.5pp | 34.1%+65.9pp |
| Annual return | 5.37% | 8.59%-3.2pp | 8.71%-3.3pp | 13.02%-7.6pp |
| Employer contribution / active EE | $24,609 | $25,891-5.0% | $23,024+6.9% | $34,257-28.2% |
| Participant deferral / active EE | $0 | $15-100.0% | $14-100.0% | $62-100.0% |
| Admin fee / account holder | $79 | $648-87.9% | $648-87.9% | $39,117-99.8% |