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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 | $16,551 | $96,558-82.9% | $80,977-79.6% | $273,972-94.0% |
| Participation rate | 89.5% | 79.1%+10.4pp | 75.8%+13.7pp | 83.0%+6.5pp |
| Annual return | 15.69% | 15.14%+0.5pp | 17.11%-1.4pp | 41.46%-25.8pp |
| Employer contribution / active EE | $2,603 | $4,869-46.5% | $3,715-29.9% | $4,869-46.5% |
| Participant deferral / active EE | $7,806 | $6,598+18.3% | $5,696+37.0% | $5,287+47.6% |
| Admin fee / account holder | $0 | $7,493-100.0% | $5,517-100.0% | $10,133-100.0% |