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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 | $17,176 | $88,707-80.6% | $74,184-76.8% | $273,972-93.7% |
| Participation rate | 81.8% | 79.4%+2.4pp | 76.6%+5.2pp | 83.0%-1.2pp |
| Annual return | 58.83% | 11.94%+46.9pp | 17.74%+41.1pp | 41.46%+17.4pp |
| Employer contribution / active EE | $2,712 | $3,159-14.2% | $2,370+14.4% | $4,869-44.3% |
| Participant deferral / active EE | $5,046 | $4,212+19.8% | $3,550+42.1% | $5,287-4.6% |
| Admin fee / account holder | $0 | $8,717-100.0% | $5,586-100.0% | $10,133-100.0% |