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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 | $235,018 | $325,553-27.8% | $325,553-27.8% | $339,457-30.8% |
| Participation rate | 100.0% | 32.3%+67.7pp | 16.2%+83.8pp | 43.9%+56.1pp |
| Annual return | 7.15% | 9.11%-2.0pp | 9.14%-2.0pp | 13.05%-5.9pp |
| Employer contribution / active EE | $13,636 | $46,869-70.9% | $40,511-66.3% | $37,651-63.8% |
| Participant deferral / active EE | $0 | $37-100.0% | $42-100.0% | $48-100.0% |
| Admin fee / account holder | $0 | $17,411-100.0% | $17,411-100.0% | $31,074-100.0% |