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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 | $13,798 | $181,896-92.4% | $156,551-91.2% | $273,972-95.0% |
| Participation rate | 80.0% | 88.4%-8.4pp | 84.0%-4.0pp | 83.0%-3.0pp |
| Annual return | 15.38% | 30.74%-15.4pp | 32.23%-16.8pp | 41.46%-26.1pp |
| Employer contribution / active EE | $1,623 | $6,248-74.0% | $5,501-70.5% | $4,869-66.7% |
| Participant deferral / active EE | $6,179 | $5,550+11.3% | $4,871+26.9% | $5,287+16.9% |
| Admin fee / account holder | $0 | $15,560-100.0% | $13,028-100.0% | $10,133-100.0% |