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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 | $95,545 | $317,758-69.9% | $310,574-69.2% | $330,599-71.1% |
| Participation rate | 100.0% | 62.9%+37.1pp | 57.3%+42.7pp | 43.7%+56.3pp |
| Annual return | 3.77% | 8.10%-4.3pp | 8.04%-4.3pp | 13.05%-9.3pp |
| Employer contribution / active EE | $40,985 | $44,198-7.3% | $42,693-4.0% | $37,664+8.8% |
| Participant deferral / active EE | $0 | $35-100.0% | $66-100.0% | $48-100.0% |
| Admin fee / account holder | $0 | $9,260-100.0% | $8,889-100.0% | $31,365-100.0% |