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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 | $24,820 | $153,769-83.9% | $133,975-81.5% | $273,972-90.9% |
| Participation rate | 70.0% | 88.4%-18.4pp | 87.1%-17.1pp | 83.0%-13.0pp |
| Annual return | 14.63% | 36.51%-21.9pp | 29.29%-14.7pp | 41.46%-26.8pp |
| Employer contribution / active EE | $2,212 | $6,029-63.3% | $5,211-57.6% | $4,869-54.6% |
| Participant deferral / active EE | $2,818 | $6,958-59.5% | $6,282-55.1% | $5,287-46.7% |
| Admin fee / account holder | $1 | $11,765-100.0% | $9,324-100.0% | $10,133-100.0% |