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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 | $19,135 | $135,956-85.9% | $123,894-84.6% | $273,972-93.0% |
| Participation rate | 80.0% | 84.1%-4.1pp | 81.4%-1.4pp | 83.0%-3.0pp |
| Annual return | 8.22% | 56.63%-48.4pp | 47.52%-39.3pp | 41.46%-33.2pp |
| Employer contribution / active EE | $1,545 | $5,170-70.1% | $4,617-66.5% | $4,869-68.3% |
| Participant deferral / active EE | $7,200 | $6,343+13.5% | $5,984+20.3% | $5,287+36.2% |
| Admin fee / account holder | $0 | $9,817-100.0% | $8,357-100.0% | $10,133-100.0% |