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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 | $168,267 | $325,553-48.3% | $325,553-48.3% | $330,599-49.1% |
| Participation rate | 100.0% | 32.3%+67.7pp | 16.2%+83.8pp | 43.7%+56.3pp |
| Annual return | 8.68% | 9.15%-0.5pp | 9.17%-0.5pp | 13.05%-4.4pp |
| Employer contribution / active EE | $36,667 | $46,886-21.8% | $40,523-9.5% | $37,664-2.6% |
| Participant deferral / active EE | $0 | $37-100.0% | $42-100.0% | $48-100.0% |
| Admin fee / account holder | $112 | $17,411-99.4% | $17,411-99.4% | $31,365-99.6% |