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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 | $193,177 | $377,855-48.9% | $375,279-48.5% | $286,788-32.6% |
| Participation rate | 100.0% | 38.5%+61.5pp | 36.7%+63.3pp | 37.6%+62.4pp |
| Annual return | 15.11% | 9.94%+5.2pp | 9.78%+5.3pp | 9.30%+5.8pp |
| Employer contribution / active EE | $55,000 | $49,417+11.3% | $46,882+17.3% | $43,748+25.7% |
| Participant deferral / active EE | $0 | $67-100.0% | $72-100.0% | $83-100.0% |
| Admin fee / account holder | $0 | $4,392-100.0% | $5,665-100.0% | $12,596-100.0% |