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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 | $142,172 | $330,596-57.0% | $328,982-56.8% | $270,507-47.4% |
| Participation rate | 100.0% | 97.9%+2.1pp | 97.9%+2.1pp | 93.5%+6.5pp |
| Annual return | -4.93% | -3.71%-1.2pp | -3.64%-1.3pp | -4.71%-0.2pp |
| Employer contribution / active EE | $19,743 | $31,783-37.9% | $32,630-39.5% | $25,782-23.4% |
| Participant deferral / active EE | $0 | $7,016-100.0% | $6,765-100.0% | $5,950-100.0% |
| Admin fee / account holder | $0 | $11,978-100.0% | $11,978-100.0% | $10,647-100.0% |