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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 | $12,999 | $88,707-85.3% | $74,184-82.5% | $273,972-95.3% |
| Participation rate | 72.7% | 79.4%-6.7pp | 76.6%-3.9pp | 83.0%-10.3pp |
| Annual return | 19.39% | 11.94%+7.4pp | 17.74%+1.7pp | 41.46%-22.1pp |
| Employer contribution / active EE | $2,430 | $3,159-23.1% | $2,370+2.5% | $4,869-50.1% |
| Participant deferral / active EE | $4,296 | $4,212+2.0% | $3,550+21.0% | $5,287-18.7% |
| Admin fee / account holder | $0 | $8,717-100.0% | $5,586-100.0% | $10,133-100.0% |