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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 | $74,241 | $206,041-64.0% | $201,416-63.1% | $338,137-78.0% |
| Participation rate | 81.0% | 56.3%+24.7pp | 32.7%+48.2pp | 43.9%+37.1pp |
| Annual return | 7.96% | 7.45%+0.5pp | 8.09%-0.1pp | 13.05%-5.1pp |
| Employer contribution / active EE | $27,190 | $34,713-21.7% | $28,674-5.2% | $37,651-27.8% |
| Participant deferral / active EE | $0 | $2-100.0% | $10-100.0% | $49-100.0% |
| Admin fee / account holder | $0 | $63,103-100.0% | $60,136-100.0% | $30,946-100.0% |