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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 | $101,313 | $321,431-68.5% | $308,850-67.2% | $248,183-59.2% |
| Participation rate | 75.0% | 52.9%+22.1pp | 48.5%+26.5pp | 45.9%+29.1pp |
| Annual return | 9.18% | 14.95%-5.8pp | 14.41%-5.2pp | 10.21%-1.0pp |
| Employer contribution / active EE | $37,500 | $48,159-22.1% | $45,283-17.2% | $42,272-11.3% |
| Participant deferral / active EE | $0 | $124-100.0% | $125-100.0% | $121-100.0% |
| Admin fee / account holder | $0 | $8,071-100.0% | $9,941-100.0% | $13,518-100.0% |