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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 | $21,191 | $181,896-88.3% | $156,551-86.5% | $273,972-92.3% |
| Participation rate | 85.7% | 88.4%-2.7pp | 84.0%+1.7pp | 83.0%+2.7pp |
| Annual return | 13.37% | 30.74%-17.4pp | 32.23%-18.9pp | 41.46%-28.1pp |
| Employer contribution / active EE | $1,906 | $6,248-69.5% | $5,501-65.3% | $4,869-60.8% |
| Participant deferral / active EE | $6,493 | $5,550+17.0% | $4,871+33.3% | $5,287+22.8% |
| Admin fee / account holder | $0 | $15,560-100.0% | $13,028-100.0% | $10,133-100.0% |