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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 | $21,786 | $181,896-88.0% | $156,551-86.1% | $273,972-92.0% |
| Participation rate | 80.0% | 88.4%-8.4pp | 84.0%-4.0pp | 83.0%-3.0pp |
| Annual return | 7.46% | 30.74%-23.3pp | 32.23%-24.8pp | 41.46%-34.0pp |
| Employer contribution / active EE | $3,725 | $6,248-40.4% | $5,501-32.3% | $4,869-23.5% |
| Participant deferral / active EE | $5,093 | $5,550-8.2% | $4,871+4.6% | $5,287-3.7% |
| Admin fee / account holder | $0 | $15,560-100.0% | $13,028-100.0% | $10,133-100.0% |