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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 | $20,020 | $88,707-77.4% | $74,184-73.0% | $273,972-92.7% |
| Participation rate | 75.0% | 79.4%-4.4pp | 76.6%-1.6pp | 83.0%-8.0pp |
| Annual return | 15.87% | 11.94%+3.9pp | 17.74%-1.9pp | 41.46%-25.6pp |
| Employer contribution / active EE | $2,928 | $3,159-7.3% | $2,370+23.5% | $4,869-39.9% |
| Participant deferral / active EE | $5,647 | $4,212+34.1% | $3,550+59.1% | $5,287+6.8% |
| Admin fee / account holder | $0 | $8,717-100.0% | $5,586-100.0% | $10,133-100.0% |