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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 | $244,811 | $363,803-32.7% | $382,887-36.1% | $669,896-63.5% |
| Participation rate | 100.0% | 100.0%0pp | 100.0%0pp | 90.5%+9.5pp |
| Annual return | 10.88% | 10.49%+0.4pp | 10.49%+0.4pp | 11.25%-0.4pp |
| Employer contribution / active EE | $0 | $27,054-100.0% | $29,204-100.0% | $23,407-100.0% |
| Participant deferral / active EE | $20,868 | $15,702+32.9% | $15,702+32.9% | $8,339+150.3% |
| Admin fee / account holder | $0 | $2,613-100.0% | $2,613-100.0% | $52,310-100.0% |