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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 | $86,774 | $212,470-59.2% | $428,620-79.8% | $254,542-65.9% |
| Participation rate | 100.0% | 52.4%+47.6pp | 46.0%+54.0pp | 47.3%+52.7pp |
| Annual return | 5.93% | 21.43%-15.5pp | 20.73%-14.8pp | 12.16%-6.2pp |
| Employer contribution / active EE | $41,860 | $39,472+6.0% | $36,503+14.7% | $44,747-6.5% |
| Participant deferral / active EE | $0 | $80-100.0% | $77-100.0% | $170-100.0% |
| Admin fee / account holder | $156 | $5,476-97.1% | $7,495-97.9% | $17,640-99.1% |