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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 | $119,145 | $265,195-55.1% | $422,209-71.8% | $285,997-58.3% |
| Participation rate | 100.0% | 49.8%+50.2pp | 23.3%+76.7pp | 55.8%+44.2pp |
| Annual return | 29.67% | 13.43%+16.2pp | 12.68%+17.0pp | 24.44%+5.2pp |
| Employer contribution / active EE | $53,853 | $48,153+11.8% | $41,609+29.4% | $41,348+30.2% |
| Participant deferral / active EE | $0 | $98-100.0% | $96-100.0% | $55-100.0% |
| Admin fee / account holder | $238 | $2,528-90.6% | $10,609-97.8% | $22,013-98.9% |