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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 | $16,514 | $135,956-87.9% | $123,894-86.7% | $273,972-94.0% |
| Participation rate | 80.0% | 84.1%-4.1pp | 81.4%-1.4pp | 83.0%-3.0pp |
| Annual return | 13.19% | 56.63%-43.4pp | 47.52%-34.3pp | 41.46%-28.3pp |
| Employer contribution / active EE | $929 | $5,170-82.0% | $4,617-79.9% | $4,869-80.9% |
| Participant deferral / active EE | $6,800 | $6,343+7.2% | $5,984+13.6% | $5,287+28.6% |
| Admin fee / account holder | $124 | $9,817-98.7% | $8,357-98.5% | $10,133-98.8% |