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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 | $71,642 | $258,723-72.3% | $247,553-71.1% | $285,997-75.0% |
| Participation rate | 88.2% | 61.8%+26.5pp | 50.4%+37.8pp | 55.8%+32.4pp |
| Annual return | 8.19% | 34.49%-26.3pp | 32.33%-24.1pp | 24.44%-16.3pp |
| Employer contribution / active EE | $16,838 | $36,001-53.2% | $33,960-50.4% | $41,348-59.3% |
| Participant deferral / active EE | $0 | $42-100.0% | $43-100.0% | $55-100.0% |
| Admin fee / account holder | $0 | $10,641-100.0% | $10,141-100.0% | $22,013-100.0% |