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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 | $212,257 | $268,458-20.9% | $264,156-19.6% | $237,064-10.5% |
| Participation rate | 100.0% | 50.9%+49.1pp | 45.6%+54.4pp | 45.6%+54.4pp |
| Annual return | 3.64% | 4.72%-1.1pp | 4.74%-1.1pp | 4.16%-0.5pp |
| Employer contribution / active EE | $28,229 | $48,881-42.2% | $46,220-38.9% | $42,918-34.2% |
| Participant deferral / active EE | $0 | $242-100.0% | $248-100.0% | $128-100.0% |
| Admin fee / account holder | $0 | $12,218-100.0% | $12,050-100.0% | $21,465-100.0% |