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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 | $103,615 | $425,338-75.6% | $411,917-74.8% | $248,183-58.3% |
| Participation rate | 100.0% | 35.6%+64.4pp | 16.2%+83.8pp | 45.9%+54.1pp |
| Annual return | 6.53% | 9.03%-2.5pp | 10.36%-3.8pp | 10.21%-3.7pp |
| Employer contribution / active EE | $30,399 | $48,592-37.4% | $37,738-19.4% | $42,272-28.1% |
| 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% |