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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 | $103,663 | $535,654-80.6% | $434,039-76.1% | $309,303-66.5% |
| Participation rate | 100.0% | 100.0%0pp | 97.1%+2.9pp | 96.2%+3.8pp |
| Annual return | 7.82% | 10.51%-2.7pp | 11.11%-3.3pp | 6.50%+1.3pp |
| Employer contribution / active EE | $11,652 | $20,432-43.0% | $18,764-37.9% | $25,613-54.5% |
| Participant deferral / active EE | $0 | $5,377-100.0% | $4,535-100.0% | $6,481-100.0% |
| Admin fee / account holder | $20 | $135,928-100.0% | $112,112-100.0% | $31,748-99.9% |