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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 | $12,868 | $135,956-90.5% | $123,894-89.6% | $273,972-95.3% |
| Participation rate | 90.0% | 84.1%+5.9pp | 81.4%+8.6pp | 83.0%+7.0pp |
| Annual return | 11.93% | 56.63%-44.7pp | 47.52%-35.6pp | 41.46%-29.5pp |
| Employer contribution / active EE | $3,252 | $5,170-37.1% | $4,617-29.6% | $4,869-33.2% |
| Participant deferral / active EE | $2,065 | $6,343-67.4% | $5,984-65.5% | $5,287-61.0% |
| Admin fee / account holder | $0 | $9,817-100.0% | $8,357-100.0% | $10,133-100.0% |