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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 | $88,253 | $225,449-60.9% | $219,466-59.8% | $237,064-62.8% |
| Participation rate | 80.0% | 50.3%+29.7pp | 44.6%+35.4pp | 45.6%+34.4pp |
| Annual return | 9.74% | 4.17%+5.6pp | 5.00%+4.7pp | 4.16%+5.6pp |
| Employer contribution / active EE | $17,962 | $39,228-54.2% | $35,918-50.0% | $42,918-58.1% |
| Participant deferral / active EE | $0 | $74-100.0% | $75-100.0% | $128-100.0% |
| Admin fee / account holder | $0 | $13,772-100.0% | $13,204-100.0% | $21,465-100.0% |