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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 | $12,116 | $135,956-91.1% | $123,894-90.2% | $273,972-95.6% |
| Participation rate | 75.0% | 84.1%-9.1pp | 81.4%-6.4pp | 83.0%-8.0pp |
| Annual return | 12.05% | 56.63%-44.6pp | 47.52%-35.5pp | 41.46%-29.4pp |
| Employer contribution / active EE | $1,210 | $5,170-76.6% | $4,617-73.8% | $4,869-75.1% |
| Participant deferral / active EE | $3,285 | $6,343-48.2% | $5,984-45.1% | $5,287-37.9% |
| Admin fee / account holder | $0 | $9,817-100.0% | $8,357-100.0% | $10,133-100.0% |