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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 | $64,998 | $258,723-74.9% | $247,553-73.7% | $285,997-77.3% |
| Participation rate | 95.5% | 61.8%+33.7pp | 50.4%+45.0pp | 55.8%+39.6pp |
| Annual return | 9.75% | 34.49%-24.7pp | 32.33%-22.6pp | 24.44%-14.7pp |
| Employer contribution / active EE | $32,486 | $36,001-9.8% | $33,960-4.3% | $41,348-21.4% |
| 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% |