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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 | $114,435 | $385,501-70.3% | $350,496-67.4% | $248,183-53.9% |
| Participation rate | 100.0% | 44.6%+55.4pp | 31.4%+68.6pp | 45.9%+54.1pp |
| Annual return | 4.23% | 13.23%-9.0pp | 12.88%-8.6pp | 10.21%-6.0pp |
| Employer contribution / active EE | $51,044 | $45,589+12.0% | $40,010+27.6% | $42,272+20.8% |
| Participant deferral / active EE | $0 | $72-100.0% | $66-100.0% | $121-100.0% |
| Admin fee / account holder | $229 | $7,618-97.0% | $7,226-96.8% | $13,518-98.3% |