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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 | $72,092 | $340,249-78.8% | $329,695-78.1% | $330,599-78.2% |
| Participation rate | 100.0% | 51.3%+48.7pp | 43.4%+56.6pp | 43.7%+56.3pp |
| Annual return | 8.69% | 10.01%-1.3pp | 9.82%-1.1pp | 13.05%-4.4pp |
| Employer contribution / active EE | $114,665 | $31,912+259.3% | $30,322+278.2% | $37,664+204.4% |
| Participant deferral / active EE | $0 | $67-100.0% | $66-100.0% | $48-100.0% |
| Admin fee / account holder | $0 | $60,407-100.0% | $53,840-100.0% | $31,365-100.0% |