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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 | $15,590 | $99,345-84.3% | $84,753-81.6% | $273,972-94.3% |
| Participation rate | 83.3% | 80.7%+2.6pp | 76.6%+6.7pp | 83.0%+0.3pp |
| Annual return | 10.64% | 22.93%-12.3pp | 22.78%-12.1pp | 41.46%-30.8pp |
| Employer contribution / active EE | $3,773 | $4,214-10.5% | $3,574+5.5% | $4,869-22.5% |
| Participant deferral / active EE | $4,989 | $4,270+16.9% | $3,712+34.4% | $5,287-5.6% |
| Admin fee / account holder | $0 | $6,645-100.0% | $5,333-100.0% | $10,133-100.0% |