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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 | $154,399 | $202,389-23.7% | $198,173-22.1% | $248,183-37.8% |
| Participation rate | 100.0% | 48.7%+51.3pp | 42.0%+58.0pp | 45.9%+54.1pp |
| Annual return | 12.42% | 9.90%+2.5pp | 10.16%+2.3pp | 10.21%+2.2pp |
| Employer contribution / active EE | $19,835 | $36,071-45.0% | $33,192-40.2% | $42,272-53.1% |
| Participant deferral / active EE | $0 | $65-100.0% | $66-100.0% | $121-100.0% |
| Admin fee / account holder | $0 | $7,397-100.0% | $7,531-100.0% | $13,518-100.0% |