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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 | $82,861 | $266,731-68.9% | $256,121-67.6% | $248,183-66.6% |
| Participation rate | 100.0% | 59.4%+40.6pp | 37.7%+62.3pp | 45.9%+54.1pp |
| Annual return | 25.17% | 7.61%+17.6pp | 9.60%+15.6pp | 10.21%+15.0pp |
| Employer contribution / active EE | $50,257 | $55,817-10.0% | $45,595+10.2% | $42,272+18.9% |
| Participant deferral / active EE | $0 | $245-100.0% | $255-100.0% | $121-100.0% |
| Admin fee / account holder | $37 | $10,098-99.6% | $9,523-99.6% | $13,518-99.7% |