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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 | $123,735 | $315,650-60.8% | $308,621-59.9% | $338,137-63.4% |
| Participation rate | 100.0% | 63.2%+36.8pp | 57.6%+42.4pp | 43.9%+56.1pp |
| Annual return | 12.66% | 8.11%+4.6pp | 8.05%+4.6pp | 13.05%-0.4pp |
| Employer contribution / active EE | $8,700 | $44,185-80.3% | $42,683-79.6% | $37,647-76.9% |
| Participant deferral / active EE | $0 | $40-100.0% | $71-100.0% | $49-100.0% |
| Admin fee / account holder | $0 | $9,132-100.0% | $8,774-100.0% | $30,946-100.0% |