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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 | $100,501 | $344,842-70.9% | $334,005-69.9% | $339,457-70.4% |
| Participation rate | 90.9% | 51.6%+39.3pp | 43.7%+47.2pp | 43.9%+47.0pp |
| Annual return | 6.98% | 10.02%-3.0pp | 9.82%-2.8pp | 13.05%-6.1pp |
| Employer contribution / active EE | $35,536 | $31,894+11.4% | $30,304+17.3% | $37,651-5.6% |
| Participant deferral / active EE | $0 | $67-100.0% | $66-100.0% | $48-100.0% |
| Admin fee / account holder | $0 | $60,407-100.0% | $53,840-100.0% | $31,074-100.0% |