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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 | $195,893 | $138,977+41.0% | $151,941+28.9% | $237,064-17.4% |
| Participation rate | 100.0% | 31.6%+68.4pp | 10.6%+89.4pp | 45.6%+54.4pp |
| Annual return | 10.02% | 0.80%+9.2pp | 5.44%+4.6pp | 4.16%+5.9pp |
| Employer contribution / active EE | $21,875 | $37,563-41.8% | $25,481-14.2% | $42,918-49.0% |
| Participant deferral / active EE | $0 | $14-100.0% | $65-100.0% | $128-100.0% |
| Admin fee / account holder | $0 | $8,921-100.0% | $11,765-100.0% | $21,465-100.0% |