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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 | $15,997 | $135,956-88.2% | $123,894-87.1% | $273,972-94.2% |
| Participation rate | 90.0% | 84.1%+5.9pp | 81.4%+8.6pp | 83.0%+7.0pp |
| Annual return | 11.57% | 56.63%-45.1pp | 47.52%-35.9pp | 41.46%-29.9pp |
| Employer contribution / active EE | $2,339 | $5,170-54.8% | $4,617-49.3% | $4,869-52.0% |
| Participant deferral / active EE | $3,441 | $6,343-45.8% | $5,984-42.5% | $5,287-34.9% |
| Admin fee / account holder | $0 | $9,817-100.0% | $8,357-100.0% | $10,133-100.0% |