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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 | $21,569 | $135,956-84.1% | $123,894-82.6% | $273,972-92.1% |
| Participation rate | 88.9% | 84.1%+4.8pp | 81.4%+7.5pp | 83.0%+5.9pp |
| Annual return | 27.38% | 56.63%-29.2pp | 47.52%-20.1pp | 41.46%-14.1pp |
| Employer contribution / active EE | $3,104 | $5,170-40.0% | $4,617-32.8% | $4,869-36.2% |
| Participant deferral / active EE | $7,039 | $6,343+11.0% | $5,984+17.6% | $5,287+33.1% |
| Admin fee / account holder | $0 | $9,817-100.0% | $8,357-100.0% | $10,133-100.0% |