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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 | $92,693 | $344,842-73.1% | $334,005-72.2% | $338,137-72.6% |
| Participation rate | 100.0% | 51.6%+48.4pp | 43.7%+56.3pp | 43.9%+56.1pp |
| Annual return | 8.35% | 10.03%-1.7pp | 9.83%-1.5pp | 13.05%-4.7pp |
| Employer contribution / active EE | $0 | $31,899-100.0% | $30,308-100.0% | $37,647-100.0% |
| Participant deferral / active EE | $0 | $67-100.0% | $66-100.0% | $49-100.0% |
| Admin fee / account holder | $0 | $60,407-100.0% | $53,840-100.0% | $30,946-100.0% |