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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 | $169,184 | $413,253-59.1% | $413,253-59.1% | $248,183-31.8% |
| Participation rate | 100.0% | 44.7%+55.3pp | 40.8%+59.2pp | 45.9%+54.1pp |
| Annual return | 12.98% | 8.43%+4.5pp | 8.55%+4.4pp | 10.21%+2.8pp |
| Employer contribution / active EE | $73,119 | $57,036+28.2% | $55,494+31.8% | $42,272+73.0% |
| Participant deferral / active EE | $0 | $123-100.0% | $122-100.0% | $121-100.0% |
| Admin fee / account holder | $0 | $160,808-100.0% | $160,808-100.0% | $13,518-100.0% |