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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 | $188,098 | $225,449-16.6% | $219,466-14.3% | $237,064-20.7% |
| Participation rate | 100.0% | 50.3%+49.7pp | 44.6%+55.4pp | 45.6%+54.4pp |
| Annual return | 6.56% | 4.17%+2.4pp | 5.00%+1.6pp | 4.16%+2.4pp |
| Employer contribution / active EE | $32,083 | $39,228-18.2% | $35,918-10.7% | $42,918-25.2% |
| Participant deferral / active EE | $0 | $74-100.0% | $75-100.0% | $128-100.0% |
| Admin fee / account holder | $0 | $13,772-100.0% | $13,204-100.0% | $21,465-100.0% |