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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 | $119,193 | $202,389-41.1% | $198,173-39.9% | $248,183-52.0% |
| Participation rate | 92.3% | 48.7%+43.6pp | 42.0%+50.3pp | 45.9%+46.4pp |
| Annual return | 12.48% | 9.90%+2.6pp | 10.16%+2.3pp | 10.21%+2.3pp |
| Employer contribution / active EE | $18,462 | $36,071-48.8% | $33,192-44.4% | $42,272-56.3% |
| Participant deferral / active EE | $0 | $65-100.0% | $66-100.0% | $121-100.0% |
| Admin fee / account holder | $146 | $7,397-98.0% | $7,531-98.1% | $13,518-98.9% |