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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 | $18,648 | $140,592-86.7% | $123,105-84.9% | $125,389-85.1% |
| Participation rate | 87.5% | 88.2%-0.7pp | 86.8%+0.7pp | 83.2%+4.3pp |
| Annual return | -1.98% | 16.80%-18.8pp | 13.22%-15.2pp | 282.24%-284.2pp |
| Employer contribution / active EE | $3,209 | $6,041-46.9% | $5,151-37.7% | $4,866-34.0% |
| Participant deferral / active EE | $2,970 | $6,980-57.5% | $6,229-52.3% | $5,352-44.5% |
| Admin fee / account holder | $0 | $11,198-100.0% | $9,014-100.0% | $9,541-100.0% |