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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 | $149,930 | $344,842-56.5% | $334,005-55.1% | $339,457-55.8% |
| Participation rate | 100.0% | 51.6%+48.4pp | 43.7%+56.3pp | 43.9%+56.1pp |
| Annual return | 7.92% | 10.02%-2.1pp | 9.82%-1.9pp | 13.05%-5.1pp |
| Employer contribution / active EE | $26,429 | $31,894-17.1% | $30,304-12.8% | $37,651-29.8% |
| Participant deferral / active EE | $0 | $67-100.0% | $66-100.0% | $48-100.0% |
| Admin fee / account holder | $0 | $60,407-100.0% | $53,840-100.0% | $31,074-100.0% |