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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 | $19,429 | $135,956-85.7% | $123,894-84.3% | $273,972-92.9% |
| Participation rate | 93.8% | 84.1%+9.7pp | 81.4%+12.3pp | 83.0%+10.7pp |
| Annual return | 10.99% | 56.63%-45.6pp | 47.52%-36.5pp | 41.46%-30.5pp |
| Employer contribution / active EE | $2,657 | $5,170-48.6% | $4,617-42.4% | $4,869-45.4% |
| Participant deferral / active EE | $4,418 | $6,343-30.3% | $5,984-26.2% | $5,287-16.4% |
| Admin fee / account holder | $0 | $9,817-100.0% | $8,357-100.0% | $10,133-100.0% |