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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 | $14,995 | $181,896-91.8% | $156,551-90.4% | $273,972-94.5% |
| Participation rate | 88.9% | 88.4%+0.5pp | 84.0%+4.9pp | 83.0%+5.9pp |
| Annual return | 10.96% | 30.74%-19.8pp | 32.23%-21.3pp | 41.46%-30.5pp |
| Employer contribution / active EE | $1,701 | $6,248-72.8% | $5,501-69.1% | $4,869-65.1% |
| Participant deferral / active EE | $5,928 | $5,550+6.8% | $4,871+21.7% | $5,287+12.1% |
| Admin fee / account holder | $0 | $15,560-100.0% | $13,028-100.0% | $10,133-100.0% |