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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 | $21,991 | $135,956-83.8% | $123,894-82.3% | $273,972-92.0% |
| Participation rate | 77.8% | 84.1%-6.3pp | 81.4%-3.6pp | 83.0%-5.2pp |
| Annual return | 13.83% | 56.63%-42.8pp | 47.52%-33.7pp | 41.46%-27.6pp |
| Employer contribution / active EE | $2,121 | $5,170-59.0% | $4,617-54.1% | $4,869-56.4% |
| Participant deferral / active EE | $5,860 | $6,343-7.6% | $5,984-2.1% | $5,287+10.8% |
| Admin fee / account holder | $0 | $9,817-100.0% | $8,357-100.0% | $10,133-100.0% |