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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 | $150,229 | $225,449-33.4% | $219,466-31.5% | $237,064-36.6% |
| Participation rate | 100.0% | 50.3%+49.7pp | 44.6%+55.4pp | 45.6%+54.4pp |
| Annual return | 9.12% | 4.17%+5.0pp | 5.00%+4.1pp | 4.16%+5.0pp |
| Employer contribution / active EE | $80,388 | $39,228+104.9% | $35,918+123.8% | $42,918+87.3% |
| Participant deferral / active EE | $0 | $74-100.0% | $75-100.0% | $128-100.0% |
| Admin fee / account holder | $0 | $13,772-100.0% | $13,204-100.0% | $21,465-100.0% |