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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 | $73,550 | $239,436-69.3% | $227,282-67.6% | $286,788-74.4% |
| Participation rate | 100.0% | 42.0%+58.0pp | 35.4%+64.6pp | 37.6%+62.4pp |
| Annual return | 12.34% | 10.53%+1.8pp | 10.75%+1.6pp | 9.30%+3.0pp |
| Employer contribution / active EE | $20,000 | $37,410-46.5% | $35,170-43.1% | $43,748-54.3% |
| Participant deferral / active EE | $0 | $82-100.0% | $82-100.0% | $83-100.0% |
| Admin fee / account holder | $0 | $4,800-100.0% | $4,611-100.0% | $12,596-100.0% |