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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 | $118,041 | $369,662-68.1% | $366,691-67.8% | $430,769-72.6% |
| Participation rate | 100.0% | 91.0%+9.0pp | 89.1%+10.9pp | 90.6%+9.4pp |
| Annual return | 0.94% | 4.14%-3.2pp | 4.33%-3.4pp | 10.77%-9.8pp |
| Employer contribution / active EE | $3,320 | $20,741-84.0% | $20,650-83.9% | $26,022-87.2% |
| Participant deferral / active EE | $0 | $11,019-100.0% | $10,692-100.0% | $6,968-100.0% |
| Admin fee / account holder | $0 | $28,289-100.0% | $27,257-100.0% | $18,309-100.0% |