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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 | $21,973 | $135,956-83.8% | $123,894-82.3% | $273,972-92.0% |
| Participation rate | 72.7% | 84.1%-11.3pp | 81.4%-8.7pp | 83.0%-10.3pp |
| Annual return | 14.83% | 56.63%-41.8pp | 47.52%-32.7pp | 41.46%-26.6pp |
| Employer contribution / active EE | $4,289 | $5,170-17.0% | $4,617-7.1% | $4,869-11.9% |
| Participant deferral / active EE | $6,731 | $6,343+6.1% | $5,984+12.5% | $5,287+27.3% |
| Admin fee / account holder | $0 | $9,817-100.0% | $8,357-100.0% | $10,133-100.0% |