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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 | $28,080 | $153,769-81.7% | $133,975-79.0% | $273,972-89.8% |
| Participation rate | 75.0% | 88.4%-13.4pp | 87.1%-12.1pp | 83.0%-8.0pp |
| Annual return | 10.55% | 36.51%-26.0pp | 29.29%-18.7pp | 41.46%-30.9pp |
| Employer contribution / active EE | $5,301 | $6,029-12.1% | $5,211+1.7% | $4,869+8.9% |
| Participant deferral / active EE | $3,301 | $6,958-52.6% | $6,282-47.5% | $5,287-37.6% |
| Admin fee / account holder | $0 | $11,765-100.0% | $9,324-100.0% | $10,133-100.0% |