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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 | $65,989 | $239,436-72.4% | $227,282-71.0% | $286,788-77.0% |
| Participation rate | 100.0% | 42.0%+58.0pp | 35.4%+64.6pp | 37.6%+62.4pp |
| Annual return | 10.87% | 10.53%+0.3pp | 10.75%+0.1pp | 9.30%+1.6pp |
| Employer contribution / active EE | $15,909 | $37,410-57.5% | $35,170-54.8% | $43,748-63.6% |
| Participant deferral / active EE | $0 | $82-100.0% | $82-100.0% | $83-100.0% |
| Admin fee / account holder | $0 | $4,800-100.0% | $4,611-100.0% | $12,596-100.0% |