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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 | $22,248 | $135,956-83.6% | $123,894-82.0% | $273,972-91.9% |
| Participation rate | 83.3% | 84.1%-0.7pp | 81.4%+1.9pp | 83.0%+0.3pp |
| Annual return | 11.41% | 56.63%-45.2pp | 47.52%-36.1pp | 41.46%-30.0pp |
| Employer contribution / active EE | $2,134 | $5,170-58.7% | $4,617-53.8% | $4,869-56.2% |
| Participant deferral / active EE | $7,528 | $6,343+18.7% | $5,984+25.8% | $5,287+42.4% |
| Admin fee / account holder | $0 | $9,817-100.0% | $8,357-100.0% | $10,133-100.0% |