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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 | $18,435 | $135,956-86.4% | $123,894-85.1% | $273,970-93.3% |
| Participation rate | 75.0% | 84.1%-9.1pp | 81.4%-6.4pp | 83.0%-8.0pp |
| Annual return | 9.63% | 56.63%-47.0pp | 47.52%-37.9pp | 41.46%-31.8pp |
| Employer contribution / active EE | $1,972 | $5,170-61.9% | $4,617-57.3% | $4,869-59.5% |
| Participant deferral / active EE | $5,723 | $6,343-9.8% | $5,984-4.4% | $5,287+8.2% |
| Admin fee / account holder | $0 | $9,817-100.0% | $8,357-100.0% | $10,132-100.0% |