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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 | $191,841 | $273,772-29.9% | $255,499-24.9% | $328,120-41.5% |
| Participation rate | 100.0% | 41.4%+58.6pp | 32.7%+67.3pp | 34.1%+65.9pp |
| Annual return | 10.33% | 6.69%+3.6pp | 6.84%+3.5pp | 13.02%-2.7pp |
| Employer contribution / active EE | $26,429 | $31,317-15.6% | $29,902-11.6% | $34,257-22.9% |
| Participant deferral / active EE | $0 | $8-100.0% | $13-100.0% | $62-100.0% |
| Admin fee / account holder | $0 | $6,501-100.0% | $5,241-100.0% | $39,117-100.0% |