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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 | $72,189 | $198,945-63.7% | $184,886-61.0% | $248,183-70.9% |
| Participation rate | 100.0% | 57.2%+42.8pp | 47.1%+52.9pp | 45.9%+54.1pp |
| Annual return | 12.58% | 7.15%+5.4pp | 8.32%+4.3pp | 10.21%+2.4pp |
| Employer contribution / active EE | $34,659 | $38,756-10.6% | $30,793+12.6% | $42,272-18.0% |
| Participant deferral / active EE | $0 | $84-100.0% | $90-100.0% | $121-100.0% |
| Admin fee / account holder | $0 | $3,060-100.0% | $2,802-100.0% | $13,518-100.0% |