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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 | $176,346 | $203,784-13.5% | $178,317-1.1% | $418,949-57.9% |
| Participation rate | 88.9% | 35.5%+53.4pp | 20.5%+68.4pp | 35.7%+53.2pp |
| Annual return | 10.31% | 9.11%+1.2pp | 9.57%+0.7pp | 15.19%-4.9pp |
| Employer contribution / active EE | $22,379 | $34,784-35.7% | $26,706-16.2% | $34,877-35.8% |
| Participant deferral / active EE | $0 | $236-100.0% | $213-100.0% | $86-100.0% |
| Admin fee / account holder | $0 | $1,890-100.0% | $1,620-100.0% | $50,584-100.0% |