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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 | $18,944 | $181,896-89.6% | $156,551-87.9% | $273,972-93.1% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 10.74% | 30.74%-20.0pp | 32.23%-21.5pp | 41.46%-30.7pp |
| Employer contribution / active EE | $2,497 | $6,248-60.0% | $5,501-54.6% | $4,869-48.7% |
| Participant deferral / active EE | $7,582 | $5,550+36.6% | $4,871+55.7% | $5,287+43.4% |
| Admin fee / account holder | $0 | $15,560-100.0% | $13,028-100.0% | $10,133-100.0% |