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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 | $232,240 | $531,493-56.3% | $88,015+163.9% | $531,493-56.3% |
| Participation rate | 100.0% | 86.9%+13.1pp | 94.1%+5.9pp | 86.9%+13.1pp |
| Annual return | 9.15% | 9.82%-0.7pp | -3.19%+12.3pp | 9.82%-0.7pp |
| Employer contribution / active EE | $22,500 | $22,221+1.3% | $39,942-43.7% | $22,221+1.3% |
| Participant deferral / active EE | $0 | $6,107-100.0% | $1,602-100.0% | $6,107-100.0% |
| Admin fee / account holder | $0 | $42,466-100.0% | $5,469-100.0% | $42,466-100.0% |