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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 | $114,628 | $262,251-56.3% | $250,986-54.3% | $287,034-60.1% |
| Participation rate | 100.0% | 61.9%+38.1pp | 50.6%+49.4pp | 55.9%+44.1pp |
| Annual return | 25.21% | 34.49%-9.3pp | 32.33%-7.1pp | 24.44%+0.8pp |
| Employer contribution / active EE | $37,379 | $35,997+3.8% | $33,956+10.1% | $41,344-9.6% |
| 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% |