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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 | $102,272 | $325,553-68.6% | $325,553-68.6% | $330,599-69.1% |
| Participation rate | 100.0% | 32.3%+67.7pp | 16.2%+83.8pp | 43.7%+56.3pp |
| Annual return | 54.69% | 9.15%+45.5pp | 9.17%+45.5pp | 13.05%+41.6pp |
| Employer contribution / active EE | $0 | $46,886-100.0% | $40,523-100.0% | $37,664-100.0% |
| Participant deferral / active EE | $0 | $37-100.0% | $42-100.0% | $48-100.0% |
| Admin fee / account holder | $1 | $17,411-100.0% | $17,411-100.0% | $31,365-100.0% |