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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 | $248,627 | $507,760-51.0% | $505,189-50.8% | $534,210-53.5% |
| Participation rate | 100.0% | 91.3%+8.7pp | 90.4%+9.6pp | 89.6%+10.4pp |
| Annual return | 13.15% | 13.03%+0.1pp | 13.03%+0.1pp | 10.40%+2.8pp |
| Employer contribution / active EE | $0 | $15,890-100.0% | $16,213-100.0% | $19,440-100.0% |
| Participant deferral / active EE | $0 | $13,485-100.0% | $13,093-100.0% | $11,136-100.0% |
| Admin fee / account holder | $150 | $6,250-97.6% | $6,372-97.6% | $14,821-99.0% |