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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 | $113,230 | $425,338-73.4% | $411,917-72.5% | $248,183-54.4% |
| Participation rate | 100.0% | 35.6%+64.4pp | 16.2%+83.8pp | 45.9%+54.1pp |
| Annual return | 11.59% | 9.03%+2.6pp | 10.36%+1.2pp | 10.21%+1.4pp |
| Employer contribution / active EE | $29,614 | $48,592-39.1% | $37,738-21.5% | $42,272-29.9% |
| Participant deferral / active EE | $0 | $154-100.0% | $137-100.0% | $121-100.0% |
| Admin fee / account holder | $0 | $16,407-100.0% | $15,661-100.0% | $13,518-100.0% |