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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 | $187,505 | $105,260+78.1% | $105,260+78.1% | $248,183-24.4% |
| Participation rate | 100.0% | 34.5%+65.5pp | 21.7%+78.3pp | 45.9%+54.1pp |
| Annual return | 6.25% | 8.44%-2.2pp | 9.21%-3.0pp | 10.21%-4.0pp |
| Employer contribution / active EE | $62,319 | $42,612+46.2% | $35,088+77.6% | $42,272+47.4% |
| Participant deferral / active EE | $0 | $136-100.0% | $163-100.0% | $121-100.0% |
| Admin fee / account holder | $0 | $4,019-100.0% | $4,019-100.0% | $13,518-100.0% |