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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 | $95,556 | $340,249-71.9% | $329,695-71.0% | $330,599-71.1% |
| Participation rate | 100.0% | 51.3%+48.7pp | 43.4%+56.6pp | 43.7%+56.3pp |
| Annual return | 4.82% | 10.01%-5.2pp | 9.82%-5.0pp | 13.05%-8.2pp |
| Employer contribution / active EE | $50,000 | $31,901+56.7% | $30,311+65.0% | $37,652+32.8% |
| Participant deferral / active EE | $0 | $67-100.0% | $66-100.0% | $48-100.0% |
| Admin fee / account holder | $185 | $60,407-99.7% | $53,840-99.7% | $31,365-99.4% |