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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 | $201,978 | $468,231-56.9% | $467,873-56.8% | $483,246-58.2% |
| Participation rate | 100.0% | 97.8%+2.2pp | 97.8%+2.2pp | 93.7%+6.3pp |
| Annual return | 27.93% | 34.80%-6.9pp | 34.76%-6.8pp | 24.97%+3.0pp |
| Employer contribution / active EE | $0 | $30,904-100.0% | $32,713-100.0% | $28,334-100.0% |
| Participant deferral / active EE | $20,093 | $11,835+69.8% | $11,835+69.8% | $7,967+152.2% |
| Admin fee / account holder | $0 | $18,118-100.0% | $18,118-100.0% | $20,852-100.0% |