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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 | $16,776 | $98,240-82.9% | $82,312-79.6% | $147,586-88.6% |
| Participation rate | 80.0% | 79.7%+0.3pp | 76.9%+3.1pp | 82.8%-2.8pp |
| Annual return | 21.33% | 30.85%-9.5pp | 25.88%-4.5pp | 578.59%-557.3pp |
| Employer contribution / active EE | $1,891 | $3,192-40.7% | $2,428-22.1% | $4,876-61.2% |
| Participant deferral / active EE | $5,330 | $4,383+21.6% | $3,706+43.8% | $5,439-2.0% |
| Admin fee / account holder | $0 | $8,563-100.0% | $5,608-100.0% | $10,886-100.0% |