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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 | $196,158 | $1,007,756-80.5% | $1,007,756-80.5% | $418,949-53.2% |
| Participation rate | 100.0% | 45.5%+54.5pp | 41.7%+58.3pp | 35.7%+64.3pp |
| Annual return | 11.59% | 6.04%+5.6pp | 6.09%+5.5pp | 15.19%-3.6pp |
| Employer contribution / active EE | $0 | $38,393-100.0% | $37,712-100.0% | $34,877-100.0% |
| Participant deferral / active EE | $0 | $0 | $0 | $86-100.0% |
| Admin fee / account holder | $0 | $29,176-100.0% | $29,176-100.0% | $50,584-100.0% |