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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 | $177,569 | $261,171-32.0% | $252,559-29.7% | $222,458-20.2% |
| Participation rate | 100.0% | 58.0%+42.0pp | 50.9%+49.1pp | 48.7%+51.3pp |
| Annual return | -2.34% | -1.71%-0.6pp | -1.68%-0.7pp | -2.16%-0.2pp |
| Employer contribution / active EE | $63,219 | $47,449+33.2% | $44,959+40.6% | $42,949+47.2% |
| Participant deferral / active EE | $0 | $326-100.0% | $330-100.0% | $153-100.0% |
| Admin fee / account holder | $10 | $14,004-99.9% | $12,994-99.9% | $12,572-99.9% |