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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 | $15,402 | $228,395-93.3% | $185,861-91.7% | $158,982-90.3% |
| Participation rate | 86.7% | 82.3%+4.4pp | 78.0%+8.6pp | 82.0%+4.7pp |
| Annual return | 20.77% | 40.82%-20.0pp | 35.96%-15.2pp | 302.99%-282.2pp |
| Employer contribution / active EE | $2,005 | $4,968-59.6% | $4,088-51.0% | $4,763-57.9% |
| Participant deferral / active EE | $6,329 | $6,417-1.4% | $5,634+12.3% | $5,983+5.8% |
| Admin fee / account holder | $0 | $11,869-100.0% | $9,503-100.0% | $11,252-100.0% |