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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 | $280,823-31.7% | $256,363-25.2% | $340,936-43.7% |
| Participation rate | 100.0% | 47.1%+52.9pp | 34.2%+65.8pp | 31.0%+69.0pp |
| Annual return | 10.33% | 5.23%+5.1pp | 5.46%+4.9pp | 14.18%-3.9pp |
| Employer contribution / active EE | $26,429 | $30,302-12.8% | $28,604-7.6% | $33,339-20.7% |
| Participant deferral / active EE | $0 | $13-100.0% | $20-100.0% | $68-100.0% |
| Admin fee / account holder | $0 | $8,668-100.0% | $6,551-100.0% | $17,688-100.0% |