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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 | $178,949 | $767,447-76.7% | $741,050-75.9% | $564,480-68.3% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.3%+13.7pp | 89.1%+10.9pp |
| Annual return | -19.23% | -16.51%-2.7pp | -17.37%-1.9pp | -14.07%-5.2pp |
| Employer contribution / active EE | $0 | $31,544-100.0% | $31,041-100.0% | $29,221-100.0% |
| Participant deferral / active EE | $0 | $951-100.0% | $1,035-100.0% | $5,729-100.0% |
| Admin fee / account holder | $0 | $8,875-100.0% | $8,481-100.0% | $27,140-100.0% |