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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 | $193,361 | $258,723-25.3% | $247,553-21.9% | $285,997-32.4% |
| Participation rate | 100.0% | 61.8%+38.2pp | 50.4%+49.6pp | 55.8%+44.2pp |
| Annual return | 10.48% | 34.49%-24.0pp | 32.33%-21.8pp | 24.44%-14.0pp |
| Employer contribution / active EE | $19,081 | $36,001-47.0% | $33,960-43.8% | $41,348-53.9% |
| Participant deferral / active EE | $0 | $42-100.0% | $43-100.0% | $55-100.0% |
| Admin fee / account holder | $0 | $10,641-100.0% | $10,141-100.0% | $22,013-100.0% |