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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 | $12,004 | $181,896-93.4% | $156,551-92.3% | $273,972-95.6% |
| Participation rate | 77.8% | 88.4%-10.6pp | 84.0%-6.2pp | 83.0%-5.2pp |
| Annual return | 14.72% | 30.74%-16.0pp | 32.23%-17.5pp | 41.46%-26.7pp |
| Employer contribution / active EE | $1,581 | $6,248-74.7% | $5,501-71.3% | $4,869-67.5% |
| Participant deferral / active EE | $4,181 | $5,550-24.7% | $4,871-14.2% | $5,287-20.9% |
| Admin fee / account holder | $0 | $15,560-100.0% | $13,028-100.0% | $10,133-100.0% |