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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 | $142,948 | $318,230-55.1% | $306,246-53.3% | $287,034-50.2% |
| Participation rate | 100.0% | 68.8%+31.3pp | 62.9%+37.1pp | 55.9%+44.1pp |
| Annual return | 12.72% | 37.67%-25.0pp | 35.15%-22.4pp | 24.44%-11.7pp |
| Employer contribution / active EE | $10,720 | $48,357-77.8% | $46,386-76.9% | $41,341-74.1% |
| Participant deferral / active EE | $0 | $63-100.0% | $72-100.0% | $55-100.0% |
| Admin fee / account holder | $0 | $4,311-100.0% | $4,448-100.0% | $22,013-100.0% |