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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 | $165,123 | $344,842-52.1% | $334,005-50.6% | $338,137-51.2% |
| Participation rate | 100.0% | 51.6%+48.4pp | 43.7%+56.3pp | 43.9%+56.1pp |
| Annual return | 12.80% | 10.03%+2.8pp | 9.83%+3.0pp | 13.05%-0.2pp |
| Employer contribution / active EE | $44,075 | $31,919+38.1% | $30,326+45.3% | $37,651+17.1% |
| 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% |