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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 | $121,414 | $212,470-42.9% | $428,620-71.7% | $254,542-52.3% |
| Participation rate | 100.0% | 52.4%+47.6pp | 46.0%+54.0pp | 47.4%+52.6pp |
| Annual return | 16.64% | 21.43%-4.8pp | 20.73%-4.1pp | 12.16%+4.5pp |
| Employer contribution / active EE | $13,231 | $39,472-66.5% | $36,503-63.8% | $44,747-70.4% |
| Participant deferral / active EE | $0 | $80-100.0% | $77-100.0% | $170-100.0% |
| Admin fee / account holder | $0 | $5,476-100.0% | $7,495-100.0% | $17,640-100.0% |