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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 | $147,624 | $318,230-53.6% | $306,246-51.8% | $287,034-48.6% |
| Participation rate | 83.3% | 68.8%+14.6pp | 62.9%+20.4pp | 55.9%+27.4pp |
| Annual return | 13.93% | 37.67%-23.7pp | 35.15%-21.2pp | 24.44%-10.5pp |
| Employer contribution / active EE | $12,500 | $48,360-74.2% | $46,389-73.1% | $41,344-69.8% |
| Participant deferral / active EE | $0 | $63-100.0% | $72-100.0% | $55-100.0% |
| Admin fee / account holder | $0 | $4,311-100.0% | $4,448-100.0% | $22,013-100.0% |