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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 | $15,233 | $99,345-84.7% | $84,753-82.0% | $273,972-94.4% |
| Participation rate | 71.4% | 80.7%-9.3pp | 76.6%-5.2pp | 83.0%-11.6pp |
| Annual return | 20.67% | 22.93%-2.3pp | 22.78%-2.1pp | 41.46%-20.8pp |
| Employer contribution / active EE | $1,353 | $4,214-67.9% | $3,574-62.2% | $4,869-72.2% |
| Participant deferral / active EE | $6,289 | $4,270+47.3% | $3,712+69.4% | $5,287+19.0% |
| Admin fee / account holder | $0 | $6,645-100.0% | $5,333-100.0% | $10,133-100.0% |