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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 | $125,793 | $239,436-47.5% | $227,282-44.7% | $286,788-56.1% |
| Participation rate | 100.0% | 42.0%+58.0pp | 35.4%+64.6pp | 37.6%+62.4pp |
| Annual return | 9.65% | 10.53%-0.9pp | 10.75%-1.1pp | 9.30%+0.3pp |
| Employer contribution / active EE | $61,211 | $37,410+63.6% | $35,170+74.0% | $43,748+39.9% |
| Participant deferral / active EE | $0 | $82-100.0% | $82-100.0% | $83-100.0% |
| Admin fee / account holder | $175 | $4,800-96.3% | $4,611-96.2% | $12,596-98.6% |