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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 | $88,039 | $419,381-79.0% | $352,393-75.0% | $259,158-66.0% |
| Participation rate | 100.0% | 96.3%+3.7pp | 94.5%+5.5pp | 95.8%+4.2pp |
| Annual return | 2.13% | 1.89%+0.2pp | 2.44%-0.3pp | 5.38%-3.2pp |
| Employer contribution / active EE | $8,425 | $17,555-52.0% | $16,208-48.0% | $22,268-62.2% |
| Participant deferral / active EE | $0 | $3,692-100.0% | $3,380-100.0% | $4,649-100.0% |
| Admin fee / account holder | $20 | $19,916-99.9% | $17,307-99.9% | $9,035-99.8% |