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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 | $22,688 | $153,769-85.2% | $133,975-83.1% | $273,972-91.7% |
| Participation rate | 75.0% | 88.4%-13.4pp | 87.1%-12.1pp | 83.0%-8.0pp |
| Annual return | 10.71% | 36.51%-25.8pp | 29.29%-18.6pp | 41.46%-30.7pp |
| Employer contribution / active EE | $1,829 | $6,029-69.7% | $5,211-64.9% | $4,869-62.4% |
| Participant deferral / active EE | $10,067 | $6,958+44.7% | $6,282+60.2% | $5,287+90.4% |
| Admin fee / account holder | $0 | $11,765-100.0% | $9,324-100.0% | $10,133-100.0% |