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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 | $166,029 | $315,650-47.4% | $308,621-46.2% | $338,137-50.9% |
| Participation rate | 100.0% | 63.2%+36.8pp | 57.6%+42.4pp | 43.9%+56.1pp |
| Annual return | 23.50% | 8.11%+15.4pp | 8.05%+15.4pp | 13.05%+10.5pp |
| Employer contribution / active EE | $7,417 | $44,185-83.2% | $42,683-82.6% | $37,647-80.3% |
| Participant deferral / active EE | $24,667 | $40+61431.3% | $71+34688.3% | $49+50443.2% |
| Admin fee / account holder | $0 | $9,132-100.0% | $8,774-100.0% | $30,946-100.0% |