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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 | $14,281 | $135,956-89.5% | $123,894-88.5% | $273,972-94.8% |
| Participation rate | 81.3% | 84.1%-2.8pp | 81.4%-0.2pp | 83.0%-1.8pp |
| Annual return | 27.29% | 56.63%-29.3pp | 47.52%-20.2pp | 41.46%-14.2pp |
| Employer contribution / active EE | $2,687 | $5,170-48.0% | $4,617-41.8% | $4,869-44.8% |
| Participant deferral / active EE | $4,835 | $6,343-23.8% | $5,984-19.2% | $5,287-8.5% |
| Admin fee / account holder | $7 | $9,817-99.9% | $8,357-99.9% | $10,133-99.9% |