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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 | $232,648 | $265,195-12.3% | $422,209-44.9% | $287,034-18.9% |
| Participation rate | 100.0% | 49.8%+50.2pp | 23.3%+76.7pp | 55.9%+44.1pp |
| Annual return | 13.63% | 13.43%+0.2pp | 12.68%+1.0pp | 24.44%-10.8pp |
| Employer contribution / active EE | $100,251 | $48,153+108.2% | $41,609+140.9% | $41,344+142.5% |
| Participant deferral / active EE | $0 | $98-100.0% | $96-100.0% | $55-100.0% |
| Admin fee / account holder | $0 | $2,528-100.0% | $10,609-100.0% | $22,013-100.0% |