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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 | $14,569 | $88,707-83.6% | $74,184-80.4% | $273,972-94.7% |
| Participation rate | 88.9% | 79.4%+9.4pp | 76.6%+12.3pp | 83.0%+5.9pp |
| Annual return | 12.29% | 11.94%+0.3pp | 17.74%-5.4pp | 41.46%-29.2pp |
| Employer contribution / active EE | $1,198 | $3,159-62.1% | $2,370-49.4% | $4,869-75.4% |
| Participant deferral / active EE | $5,130 | $4,212+21.8% | $3,550+44.5% | $5,287-3.0% |
| Admin fee / account holder | $0 | $8,717-100.0% | $5,586-100.0% | $10,133-100.0% |